Products and Services offered

Keith is a Managing Director and Principal at Robertson Stephens. With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are trying to go. This includes a thorough understanding of your goals, priorities, concerns, tolerance for risk, income needs, assets and liabilities. Keith will then build and implement a plan that addresses what's most important to you and your family, including consulting with other advisors if needed. Keith works with entrepreneurs, multigenerational families and company executives. He has several specializations including pre- and post-IPO planning and utilizing options to hedge single stock risk as well as to generate income in single stock portfolios. Prior to Robertson Stephens, Keith worked at Wells Fargo Advisors as a financial advisor since 2013. In 2019, he was recognized as a Premier Advisor, a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. Previously, Keith was a Director at Deutsche Bank, where he provided wealth, estate and retirement planning services for high-net-worth individuals, and a Vice President at Neuberger Berman.

Business Hours:
M-F 9am-5pm, Sa-Su Closed

Categories:
Investment advisory service,College Financial Planning Services,Financial Services

Services:
Wealth Planning, Retirement Planning, Legacy Planning, Charitable And Philanthropic Planning, Tax Mitigation, Portfolio Construction, Multi-generational Planning, Estate Planning, Risk Mitigation, Insurance, Employee Benefits, Employee Stock Planning, Cash Management, Trust Services, Financial Planning, Fiduciary

Specialties:
Stocks, Bonds, Etfs, Esg, Employee Stock, Private Investments, Iras, 401k, Roth Iras, Lending Services, Grants, Business Owners, Pre-ipo, Post-ipo

Brands:
Robertson Stephens

Languages:
English