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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rohan? Claim Your ProfileRohan Motwani is a financial advisor with Robertson Stephens, an investment firm headquartered in San Francisco, California. Rohan holds the designation of Chartered Financial Analyst and provides a range of financial advisory services including financial planning, portfolio management for individuals and businesses, and pension consulting. Rohan has prior experience working for Greenwich Strategy, Apollo Global Management, Extended Vacation, and Cornell University.
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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NY
10/26/2021 - Present
Robertson Stephens (NEW YORK NY)
Active
Inactive
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