Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Denton is a financial advisor currently employed at Robertson Stephens Wealth Management, LLC. She has been with the firm since May of 2021. Prior to that, she held positions at Evergreen Gavekal, Hall Capital Partners, LLC, and Bowdoin College. Alicia is a Certified Financial Planner and has been active in the industry for over a decade. She has a proven track record of providing financial advice to a wide range of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/30/2021 - Present
Robertson Stephens (SAN FRANCISCO CA)
Active
Inactive
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