Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC Update This Listing
About Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC
Established January 2020
Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundation boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies, and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, families, and boards so they can accomplish their financial objectives.
Business Hours:
Mon: 9:00 am - 5:00 pm
Tue: 9:00 am - 5:00 pm
Wed: 9:00 am - 5:00 pm
Thu: 9:00 am - 5:00 pm
Fri: 9:00 am - 5:00 pm
Sat: Closed
Sun: Closed