Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLCInvestment Advisory ServicesUpdated on Aug 26, 2026 View more like this | Visit PASADENA, CA | Contact Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC |
Description:
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
For more information, please contact us with the details below:
Contact Telephone:
626-547-2602
Contact Email:
[email protected]
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
For more information, please contact us with the details below:
Contact Telephone:
626-547-2602
Contact Email:
[email protected]
