Rick Polenske

Rick Polenske, CFP, CTFA, is a Principal and Managing Director at Robertson Stephens. Rick, together with Steve Devejian, CFA, and Danielle Bugni, CFA, provides comprehensive wealth management solutions to clients including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning, and philanthropic strategies. Rick has over 30 years of experience helping individuals and families, charitable organizations, and institutional investors preserve and grow their wealth.