Rick Polenske, CFP, CTFA, is a Principal and Managing Director at Robertson Stephens. Rick provides comprehensive wealth management solutions to clients including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning, and philanthropic strategies. Rick has over 30 years of experience helping individuals and families, charitable organizations, and institutional investors preserve and grow their wealth.
For the past twenty years, Rick has worked in various positions in the Private Bank at Wells Fargo. Most recently, Rick was a Wealth Advisor from 2018 – 2021 and a Senior Fiduciary Advisory Specialist from 2012 to 2018. From 2009 to 2012 Rick ran a personal practice as a Senior Financial Advisor with Wells Fargo Advisors, serving a diverse group of clients in the Boise area, and from 2001 to 2009 he served as Regional Sales Manager for Wells Fargo Investments. Before Wells Fargo, Rick was Division Vice President of the Northwest Region for Ameriprise Financial Services from 1993 to 2001, specializing in Financial Planning and investments.
Rick has been in the financial industry serving clients’ investment planning needs for over 30 years. Rick became A CERTIFIED FINANCIAL PLANNER™ in 1994 from the College of Financial Planning and in 2015 he obtained the designation of Certified Trust and Financial Advisor (CTFA) from the American Banker Association. He currently is a member of the National and Idaho chapters of the Financial Planning Association, a member of The Treasure Valley Estate Planning Association, and Boise Estate Planning Counsel.
Rick is also involved with many nonprofits and charitable organizations in Boise, most recently serving on the Saint Alphonsus Regional Medical Center Foundation Board and The Advisory Board of the Learning Lab Idaho. Rick has lived in Boise since 1996 with his wife and two sons.