NorthRock San Francisco
NorthRock San Francisco
Seamlessly tailoring financial & lifestyle advisory services to help you make the impact you want on the world.
As your financial life becomes more complex, your advice should evolve too. That’s why we’ve designed our Personal Office® to grow with you, helping you reach your potential and make the impact you want on the world.
Comprehensive Advice & Services. Welcome to your Personal Office®.
Your NorthRock San Francisco Team
NorthRock San Francisco brings an experienced team of advisors, a deep commitment to their clients, and a holistic approach to helping executives, entrepreneurs, and Bay Area families navigate complex financial decisions with confidence.
NorthRock Partners is a leading financial and lifestyle advice firm committed to helping their clients live extraordinary lives. Through their Personal Office® experience, NorthRock seamlessly delivers uniquely tailored advice in areas such as investments, tax, insurance, legal, estate planning, and charitable giving. For over 30 years, the NorthRock team has put the client at the center of everything they do—building lifelong relationships and delivering unparalleled advice and services, equipping clients to reach their potential.
Steven Minkoff, CFP®
Advisor, Managing Director
Alison Bowe Diessner, MBA, APMA™
Advisor, Managing Director
Courtney Horn, APMA™
Advisor, Managing Director
Andy Czajkowski, APMA™
Associate Advisor
Erika Pedraza, CFP®, APMA™
Associate Advisor
Jennifer James
Director, Client Experience
Ryan Masterson, CFA®
Client Portfolio Director
Bridget Herman, MBA
Senior Director, Practice Strategy & Operations
Josh Horn
Senior Associate, Client Service
Austen Clark
Advice Strategist
Kyle Tanner
Senior Associate, Client Service
Stacy Dixon
Senior Associate, Client Service
Allie Plaugher
Associate, Client Service
Kat Wigle
Associate, Client Service & Office Experience Coordinator
Flynn Killen
Senior Associate, Client Service
Connect With Our Team
One conversation can make all the difference. When you'd like to explore your options or discuss what comes next, we'd welcome the opportunity to connect.
432 Clay St
San Francisco, CA 94111
415.978.2061