The Best Independent financial advisory services in Perris, California

John Bernabei, Robertson Stephens is a finance institution located at 200 Tamal Plaza in Corte Madera, California, United States. John Bernabei serves as a Principal and Managing Director at Robertson Stephens, offering wealth management solutions to high net worth individuals alongside Zack Perry. Prior to joining Robertson Stephens, John was a founding partner at Vine Street Wealth Management and Seaplane Partners, focusing on investment advisory and money management. With over 22 years of experience in institutional equity sales, John brings a wealth of knowledge and expertise to his clients. He holds degrees in Mechanical Engineering and Finance, and is an active participant in outdoor activities. At John Bernabei, Robertson Stephens, clients can expect personalized and conflict-free financial advice.