Frankie is a Principal and Managing Director at Robertson Stephens. Frankie guides clients towards peace of mind and the freedom that comes from financial security in a comprehensive plan. As a Certified Financial Planner™, Frankie combines his technical finance experience with authentic and curious listening skills to develop trusted, long term relationships focused on the client’s optimal desired outcomes. With over a decade of experience advising individuals and families, Frankie feels comfortable whether the discussion focuses on complex areas of taxation and personal finance or problem solving to reach important goals and priorities.

Business Hours:
Mon-Fri: 9:00 am - 5:00 pm, Sat-Sun: Closed