Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC
2026-08-27
ID: #1404905
Listed In : Investment Consultants
Business 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
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 Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC located?
Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC is located at .
How can customers contact Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC?
Customers can contact Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC by phone at 626-547-2602.
Does Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC have an official website?
Yes, the official website of Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC is https://rscapital.com/team/karen-mcclintock-cfa-cic/.
Does Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC provide email support?
Yes, customers can contact Karen McClintock, CFA®, CIC - Robertson Stephens Wealth Management, LLC via email at [email protected].
What are the business hours of Karen McClintock, CFA®, CIC - 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.
