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Rachel J. Robasciotti

Principal & Wealth Manager

Rachel Robasciotti founded Robasciotti & Philipson in 2004 and continues to head the firm as one of its two partners, 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 & Philipson, 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 the obligation to sell proprietary products that were not always appropriate for clients. Rachel decided to start Robasciotti & Philipson 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.

Rachel is a graduate of the University of California at Berkeley, where she studied economics. Before founding the firm, Rachel obtained the Series 7 (General Securities Representative Examination) and Series 66 (Uniform Combined State Law Examination) licenses. Rachel serves on the board of directors of the Horizons Foundation and is co-chair of that organization’s Professional Advisors Council, which provides professional education for LGBT advisors. Previously, she served on the boards of Face Value and the Foundation to End Sexual Violence. She is the founder of LGBTQ Tech Philanthropists, a community of young donors in technology and also served for seven years on the board of the National Center for Lesbian Rights. Rachel lives in San Francisco.

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Maya Philipson

Principal & Wealth Manager

Maya Philipson is a partner at Robasciotti & Philipson where she oversees the firm’s financial consulting and investment management services, with a particular focus on firm-wide investment strategies. In her primary role, Maya ensures that each client has an investment plan that properly supports their needs and goals for an abundant life. Drawing on a breadth of knowledge and expertise from her experience in both large and small firms, she guides the firm’s staff in creating strategies that best serve each client.

Maya joined Robasciotti & Philipson in 2006. Prior to joining the firm, she was the Chief Financial Officer of a family real estate limited partnership and a Financial Advisor at Ameriprise. Maya was drawn to Robasciotti & Philipson because she recognized the value to clients of having independent financial advice when making important life decisions and believed that she could better use her talents to positively impact the lives of clients with services tailored to their individual needs.

Maya is a graduate of Antioch College in Yellow Springs, Ohio. Before becoming a partner at Robasciotti & Philipson, Maya obtained the Series 7 (General Securities Representative Examination) and Series 66 (Uniform Combined State Law Examination) licenses. In addition to her work, she served on the board of directors of the National Center for Lesbian Rights for six years and remains an active member of that organization’s finance committee. Maya is originally from Berkeley and now lives in San Francisco.

Ella Taylor, CFP®

Wealth Manager

Ella Taylor provides financial consulting and analysis services to Robasciotti & Philipson clients. She performs in-depth financial analysis tailored to each client’s specific needs and offers personalized advice that helps clients to clarify and achieve their goals.

Prior to working at Robasciotti & Philipson, Ella was an advisor at Brighton Jones, LLC for nearly four years and worked as an hourly financial planner at Asti Financial. She joined Robasciotti & Philipson in order to focus her work on helping women and to develop and enjoy long lasting relationships with her clients. Ella is a CERTIFIED FINANCIAL PLANNER™ professional and a former professional pastry chef. Originally from New Mexico, she now lives in Oakland with her partner.

Shannon Blackmon, CFP®

Associate Wealth Manager

Shannon Blackmon provides financial consulting and analysis services to Robasciotti & Philipson clients. She is the primary point of contact for clients’ financial consulting and investment related needs. In addition, she assists clients in preparing for consulting meetings and provides meeting support. One of the responsibilities she enjoys most is helping to guide new clients through the firm’s wealth management process.

Shannon spent many years in the personal insurance industry before making the switch to wealth management. She also previously worked in the firm as both a Financial Planning Intern and Client Service Associate. She sought out Robasciotti & Philipson because she specifically wanted to join a progressive, fee-only, wealth management firm. Shannon is a CERTIFIED FINANCIAL PLANNER™ professional. She lives in Hercules with her husband and three children.

Sandy Holmes

Operations Manager

Sandy Holmes oversees and directs administration and business operations for Robasciotti & Philipson, including human resources, internal accounting, and facilities. In this role, she keeps the firm running smoothly and helps the associates more efficiently serve their clients.

Prior to joining the firm, Sandy spent over 20 years on the ACLU’s development staff in Northern California. She joined Robasciotti & Philipson because she shared our mission to support our diverse community and empower clients to make the best decisions for their lives.
Sandy dwells in San Francisco’s Excelsior District with her wife, two children, and a feisty dog.

Sarah Murphy

Executive Assistant

As assistant to the whole firm, Sarah is not only the friendly face and voice serving you high tea and answering your calls; she also, along with Sandy, manages the day-to-day running of the office, including managing our IT infrastructure, arranging firm events, and coordinating the team’s schedules. In essence, she does whatever it takes to keep the office running smoothly to give our clients, colleagues, and team the best possible experience.

Sarah has a background in Sociology and has spent a majority of her career working in non-profits. She is a relative newcomer to San Francisco, a transplant from Ireland, and is passionate about social justice, which is why she was drawn to work for Robasciotti & Philipson.

CONTACT US

Robasciotti & Philipson
870 Market Street, Suite 1275
San Francisco, CA 94102-3017
(415) 986-5500 Phone
(415) 986-5502 Fax
info@robasciotti.com

Monday – Friday: 9:00AM to 5:00PM

You may find BART or MUNI Metro to be the most convenient way to travel to our office. The Flood Building is directly outside of the Powell Street station. We are also conveniently located near several major bus routes.You can plan your trip at www.sfmuni.com.

Parking is available in the Ellis-O’Farrell Garage located at 123 O’Farrell Street San Francisco, CA 94102. Exit the parking lot on Ellis Street; the rear entrance to The Flood Building is directly across from the Ellis Street exit.

Robasciotti & Phillipson

870 Market Street, Suite 1275
San Francisco, CA 94102-3017
(415) 986-5500 Phone
(415) 986-5502 Fax
info@robasciotti.com