Julie Steinman, CFP® - Robertson Stephens Wealth Management, LLC
2026-08-26
ID: #1404147
Listed In : Investments
Business Description
Julie is a Managing Director at Robertson Stephens. As a CFP® professional her focus is on gaining a comprehensive understanding of the individuals and families she works with including their financial circumstances, family dynamics, tax situations, and estate plans in order to help them achieve their goals. Julie prides herself on responsiveness, accountability, and the ability to effectively partner with other members of the client’s trusted advisors including their attorneys, trustees, and CPA’s.
Business Hours
Monday : 09:00 - 17:00
Tuesday : 09:00 - 17:00
Wednesday : 09:00 - 17:00
Thursday : 09:00 - 17:00
Friday : 09:00 - 17:00
Saturday - Closed
Sunday - Closed
Frequently Asked Questions
Where is Julie Steinman, CFP® - Robertson Stephens Wealth Management, LLC located?
Julie Steinman, CFP® - Robertson Stephens Wealth Management, LLC is located at , - .
How can customers contact Julie Steinman, CFP® - Robertson Stephens Wealth Management, LLC?
Customers can contact Julie Steinman, CFP® - Robertson Stephens Wealth Management, LLC by phone at 208-506-7300.
Does Julie Steinman, CFP® - Robertson Stephens Wealth Management, LLC have an official website?
Yes, the official website of Julie Steinman, CFP® - Robertson Stephens Wealth Management, LLC is https://rscapital.com/team/julie-steinman-cfp/.
Does Julie Steinman, CFP® - Robertson Stephens Wealth Management, LLC provide email support?
Yes, customers can contact Julie Steinman, CFP® - Robertson Stephens Wealth Management, LLC via email at [email protected].
What are the business hours of Julie Steinman, CFP® - Robertson Stephens Wealth Management, LLC?
Monday 09:00 - 17:00, Tuesday 09:00 - 17:00, Wednesday 09:00 - 17:00, Thursday 09:00 - 17:00, Friday 09:00 - 17:00, Saturday Closed, Sunday Closed.
