Robasciotti & Philipson

San Francisco, United States

5

Closed now

8 reviews

Contacts

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Telephone:
+1 415-986-5500
Website:
www.robasciotti.com
Address:
870 Market St Ste 1275, San Francisco, CA, 94102
at Cable Car Turnaround
Union Square
Nearby public transportation stops & stations:
70 ftPowell Street
190 ftPowell
770 ftBig Bus Tours Stop 6, Hilton Hotel
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Today

Today 9:00 am – 5:00 pm
Closed now
Local time (San Francisco) 5:59 PM Monday, June 23, 2025

Business hours

Monday 9:00 am – 5:00 pm
Tuesday 9:00 am – 5:00 pm
Wednesday 9:00 am – 5:00 pm
Thursday 9:00 am – 5:00 pm
Friday 9:00 am – 5:00 pm
Saturday –
Sunday –

Description

Specialties

Wealth management by and for women and the LGBTQ community.

We take a comprehensive and personalized approach to wealth management that incorporates both investment management and financial consulting services. We work with a wide variety of clients and specialize in the needs of women and the LGBT community.

Our practice is unique; we believe that emotions hold vital information needed for making clear, thoughtful choices, and financial choices are some of the most significant we make in a lifetime. Instead of following the industry standard approach of removing emotions from decision-​making, we welcome them, work to understand them, and allow them to intelligently inform our clients’ most important financial decisions.

History

Established in 2004.

Robasciotti & Associates, Inc. was founded in 2004 by Rachel J. Robasciotti with the firm’s other principal, Maya Philipson, joining in 2006. Following success at large financial services firms, Rachel and Maya chose to found their own financial firm because they wanted freedom from the pressure to sell proprietary products that were not always appropriate for clients.

Focusing primarily on the needs of women and the LGBT community, Robasciotti & Associates, Inc., provides completely independent advice that puts advisors on the same side of the table as clients, using a model that ties advisor compensation directly to the services that benefit clients most.

Meet the Business Owner

Rachel J.

Business Owner

Rachel Robasciotti founded Robasciotti & Associates, Inc. in 2004 and continues to head the firm as one of its two principals, directing its overall policies and strategies. She oversees the firm’s financial consulting and investment management services and maintains compliance with industry regulations. Rachel’s focus is the firm’s clients, ensuring that she and the firm understand each client’s specific needs and goals.

Prior to founding Robasciotti & Associates, Inc., Rachel was a business strategist at Prudential Financial and the top financial planner at MetLife Securities. She ultimately chose to found her own firm because she wanted freedom from pressure to sell proprietary products that were not always appropriate for clients. Rachel decided to start Robasciotti & Associates, Inc. to provide completely independent advice that puts advisors on the same side of the table as clients, using a model that ties advisor compensation directly to the services that benefit clients most.

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8 reviews of Robasciotti & Philipson

No registration required
Place rating: 5
Peabody, MA
«Before I moved to a retirement community near my family here in San Francisco I consulted with Maya Philipson, Partner at Robasciotti & Associates, about my financial outlook. Maya and her associates did a thorough review of my assets and liabilities and gave me a very good picture of my ability to make the move and what level apartment would be prudent to purchase… I felt very comfortable then making decisions. And what is amazing their office makes you feel cared for, listened to, and well instructed about your options. I heartily recommend them.»
Place rating: 5
San Francisco, CA
We have been clients of Rachel and Maya’s since 2008. They are, in a word, incredible. I never knew financial advisors and money managers could be as brilliant and capable as these women are AND be so warm and supportive, too. They make everything as easy as possible for their clients and they really walk their talk about seeing money as a means toward having the life you want, not an end in itself. We are by no means rich folks, but with Maya and Rachel’s help we finally have a solid grasp of our month-​to-​month spending; an assessment of our true, basic living expenses; and a financial plan, including a retirement plan. We are married lesbians, and they keep entirely up to date on the specific financial challenges facing LGBT couples, too. They are worth every penny of their fees.
Place rating: 5
Oakland, CA
After interviewing and vetting handfuls of interchangeable, seemingly capable wealth managers who all sang different versions of the same «give us what you’ve got and we’ll give you back more» song, I was still dissatisfied. Robasciotti & Associates was the signal amid the noise.
For Robasciotti, growing my investment is the starting point, not the end game. They took the time to really get to know me and my relationship to money. Understanding and helping me refine the «why» and «what» of my financial goals is Robasciotti’s top priority because they are truly invested in helping me grow the life that I want, not just an expansive portfolio. With them, earning my trust is just as, if not more, important as earning dividends. I am able to rest easy knowing that they are using their expert knowledge and experience to look out for me, all of me, not just my money.
Place rating: 5
San Francisco, CA
I have worked with Robasciotti & Associates for a few years now, and I can say that they are truly a find if you are looking for an independent financial planner. Unlike other financial planners I have been to, Rachel and Maya truly start by asking the right questions. They don’t simply funnel you into a limited selection of funds or investments, but they get to know you as a person to understand what your values are and what matters to you most. They use this ‘whole person’ approach to help provide guided financial advice and investments that are specifically tailored to your needs as an individual or a family. I highly recommend checking them out if you want a planner that feels like a true partner in helping you achieve your life goals.
Place rating: 5
Berkeley, CA
It took me way to long to find these wonderful women! I am over 60 and really want to retire… but not as a poor person! Rachael and Maya worked with me to assess my current spending, and to give me the tools to figure out what I could do and how I could do it. I liked what they did so much, I figured I would just let them do it. So now I really have no worries and let them manage my assets and arrange my financial life. And they require me to stay informed and educated, so even if I wanted to flake out, I can’t.
Place rating: 5
Alameda, CA
Robasciotti & Associates are amazing! Smart, warm, non-​intimidating. I felt more reassured about our financial future after just one meeting.
Place rating: 5
San Francisco, CA
I have referred several friends to Robasciotti and Associates. I’ve been working with Rachel and Maya for over 5 years now and have had a great experience. When I started out I had just begun at my current company and was trying to figure how to save for retirement while buying a house. Rachel has helped me plan, been my sounding board and make better decisions about my finances while also becoming better educated and more aware of how I want to spend my money. I’m truly grateful and would highly recommend them.
Place rating: 5
San Francisco, CA
After hearing two friends rave about their financial planner, Rachel Robasciotti, I figured I was finally old enough to finally hire my own planner to ensure my finances are in order. I’ve worked with both Rachel and Maya there for the last year and it’s been one of the best investments of my life. Everything from helping me figure out if I can afford to buy a house to whether it makes sense right now, to looking at whether I have the right amount of insurance, to talking about estate planning, retirement, long term and short term goals, these ladies have helped me think about everything. I’ve also been working with them to figure out if socially responsible investing is the right route for me. They can give advice about your existing investments or if you’d rather have them manage your money for you, they offer those services as well.
They’ve become trusted confidants and I always feel so much better about my financial situation after our time together. They are very progressive, socially-​conscious and female-​owned and run. If you’re a member of KQED, the ACLU or a few other progressive non-​profits, they’ll give you a discount on their services. This is money so well spent I will be working with them for many years to come!