Steven Minkoff, CFP®
- Advisor, Managing Director
- 415.978.2061
- steven.minkoff@
northrockpartners.com
Steven is a Certified Financial Planner® practitioner, which enables him to bring a wealth of experience and knowledge to his role, and help clients pursue their long-term financial goals. With his emphasis on detail and process driven nature, Steven has developed a streamlined, comprehensive, client-focused approach to financial planning which embraces client’s financial goals. He works closely with clients to develop customized financial strategies which incorporates sophisticated investment planning, retirement planning, estate planning, and succession planning.