Keith Larkin, Robertson Stephens
455 Market St Ste 1600, San Francisco, CA 94105
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.
More Business Info
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Services/Products
- Cash Management Charitable and Philanthropic Planning Employee Stock Planning Employee benefits Estate Planning Fiduciary Financial Planning Insurance Legacy Planning Multi-generational Planning Portfolio Construction Retirement Planning Risk Mitigation Tax Mitigation Trust Services Wealth Planning
- Brands
- Robertson Stephens
- Location
- 455 Market Street Shopping Ctr
- Other Link
- Categories
- Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investment Securities, Investments, Mutual Funds