Our Story

Today, Robasciotti & Philipson occupies a top floor suite in San Francisco but our story began many years ago in rural Oroville, California. That’s where I grew up and, as a poor Black girl raised by a single mother, struggled for financial security in a town that was still largely segregated. Despite these challenging experiences, or possibly because of them, I was determined to make a better life for…

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Our Team

At Robasciotti & Philipson, the rich diversity of our professional and life experiences enable us to provide truly comprehensive and personalized wealth management. Today, we carry forward our values and provide a unique suite of wealth management services for our clients. We invite you to learn more about us and look forward to the opportunity to learn more about you.

Our Clients

80% Women
70% LGBTQ+
100% Progressive

Community Partners

In addition to helping our clients find financial security and meet their life goals, we also invest significant time, resources, and expertise in advancing the wellbeing of the diverse communities we represent. Below are a few of the forward-thinking organizations we support.

The National Center for Lesbian Rights (NCLR) is a non-profit, public interest law firm that litigates precedent-setting cases at the trial…

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Resource Generation organizes young people with wealth and class privilege in the U.S. to become transformative leaders working towards the equitable…

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Black Lives Matter (BLM) is an international activist movement, originating in the African-American community, that campaigns against violence and systemic racism…

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The Chicana/Latina Foundation (CLF) is a non-profit organization that empowers young women of Chicana/Latina heritage by promoting their educational, professional, and…

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Funding Queerly is a national giving circle of young donors that support small-budget LGBTQ organizations working at the intersections of Black,…

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Horizons Foundation exists to mobilize and increase resources for the LGBTQ movement and organizations that secure the rights, meet the needs,…

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Frameline is a non-profit media arts organization whose mission is to change the world through the power of queer cinema. Frameline…

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The Lesbian Political Action Committee (LPAC) builds the political power of lesbians and queer women by electing candidates who champion LGBTQ…

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Questions? We have answers!

Find them on our Frequently Asked Questions page or contact us directly.