About
The Robertson Stephens Santa Rosa Office brings a wealth of experience in helping employers create a world-class retirement plan for their employees. Establishing a documented process is what we do best. We combine the high touch of a specialized firm with deep and extensive resources and knowledge to ensure “best interests” are met in the operation and management of your retirement plan. We work with employers nationwide, delivering services with the utmost transparency using more tools, customization, and technology in a relationship where you are our highest priority. Our clients also include individuals and families seeking wealth preservation and retirement income.