Principal At A $4.6B Money Management Firm Shares Timeless Advice

Keith Larkin, Managing Director, Principal At A $4.6B Money
Management Firm Shares Timeless Advice With The
SmartMoneyCircle.com Audience. Bio: KEITH LARKIN Managing
Director, Principal Keith is a Managing Director and Principal at
Robertson Stephens. The firm manages over $4.6 Billion. 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. Keith graduated from the
University of Arizona with a bachelor’s degree in Political
Science and Economics. Away from the office, he enjoys running
and traveling. Keith is a resident of San Francisco and enjoys
all that the Bay Area has to offer. The Premier Advisor
distinction is held by a select group of Financial Advisors
within Wells Fargo Advisors as measured by completion of
educational components, business production and professionalism.
Additional criteria, including length of service, may also be
used to determine recipients. Website:
https://rscapital.com/team/keith-larkin/