About Julie Steinman, CFP® - Robertson Stephens Wealth Management, LLC
Julie is a Managing Director at Robertson Stephens. As a CFP® professional her focus is on gaining a comprehensive understanding of the individuals and families she works with including their financial circumstances, family dynamics, tax situations, and estate plans in order to help them achieve their goals. Julie prides herself on responsiveness, accountability, and the ability to effectively partner with other members of the client’s trusted advisors including their attorneys, trustees, and CPA’s.