Headshot of Steven Minkoff, Advisor, Managing Director at NorthRock Partners

Steven Minkoff, CFP®

As a Certified Financial Planner™ (CFP®) practitioner, Steven Minkoff brings a comprehensive, process-driven approach to financial planning, helping clients navigate complex wealth management decisions and pursue long-term financial success. Based in NorthRock’s San Francisco office and serving clients nationwide, Steven specializes in sophisticated investment strategies, retirement planning, estate and succession planning, and wealth preservation for affluent individuals, executives, and business owners.

With a keen attention to detail and strategy, Steven works closely with clients to develop customized financial plans that align with their goals, integrating tax-efficient investment planning, intergenerational wealth transfer, and business succession strategies. His dedication to delivering high-touch, personalized financial guidance has earned him industry-wide recognition.

Steven has been named one of the 400 Top Financial Advisors in the U.S. by Financial Times and recognized on the Forbes Best-In-State Wealth Management Teams list. His financial expertise has been featured in NerdWallet, USA Today, and Business Insider, and he has been honored as a Five Star Wealth Manager by San Francisco Magazine and Diablo Magazine.