The Best Wells fargo financial consulting in Menlo Park, California

Danny Rozansky, Robertson Stephens is a finance institution located at 1550 El Camino Real, Menlo Park, California, United States. As a Principal and Managing Director at Robertson Stephens, Danny, along with Jeanette Garretty and Michael Zaninovich, provides wealth management advice to high net worth and ultra-high net worth individuals, senior executives, and their families. With over 20 years of experience, Danny offers guidance on financial planning, asset allocation strategies, philanthropic strategies, and investment opportunities to help clients achieve their financial goals. Prior to joining Robertson Stephens, Danny worked at Wells Fargo Private Bank and myCFO, Inc., advising multi-generational families on financial planning. Danny holds a JD from University of the Pacific, McGeorge School of Law and a BA in History from University of California, Berkeley. He is a member of the California Bar and resides in Silicon Valley with his wife and three children. Danny enjoys family trips to national parks, cooking, baseball, and exploring fine food and wine. As a fiduciary institution, Danny Rozansky, Robertson Stephens is committed to serving clients' best interests without the conflicts of interest often found on Wall Street.

Michael Zaninovich, Robertson Stephens is a boutique finance institution located at 1550 El Camino Real, Menlo Park, California, United States. As a Principal and Managing Director, Michael has over 27 years of experience managing institutional and individual portfolios. Along with Jeanette Garretty and Danny Rozansky, he advises clients in the US and Europe on capital markets, multi-asset class portfolios, hedging, and manager due diligence. Prior to joining Robertson Stephens, Michael held senior positions at Wells Fargo Private Bank and managed global long/short hedge funds for institutional investors and university endowments. He holds a Masters of International Affairs from Columbia University and a BA from Cornell University. Fluent in Japanese and Italian, Michael enjoys traveling to Paris and playing jazz saxophone in modern jazz and fusion groups around the Bay Area.