Maya Philipson

Principal & Wealth Manager

Maya joined Robasciotti & Associates in 2006 after forming a connection with the firm through social justice work. As one of the first nationally renowned children of feminist-lesbian parents, the identity, mission, and values of the firm were a natural fit. Maya respected Rachel’s intellect and politics at first but, soon after working together, they became close friends. During her time as an Associate, Maya’s unique perspective proved invaluable and, in 2008, after successfully seeing the firm and its clients through the recession, it was clear that she should become an owner. The firm subsequently, and joyfully, became Robasciotti & Philipson.

As a partner at Robasciotti & Philipson, Maya directs the firm’s wealth management services. She is keenly focused on ensuring that each client has a positive, comprehensive experience by coordinating support teams and liaising with outside professionals. Maya leads the firm’s business strategy and promotes human and social capital development by mentoring the professional growth of employees.

As a Wealth Manager, she specializes in advising clients on long-term real estate holdings, end-of-life planning, and estate resolution. Maya also continues to find great satisfaction in creating investment plans for clients that support their goals for living an abundant life. In addition, she advances the firm’s vision of a financial services industry that is more holistic, egoless, and woman-centered.

Maya is a graduate of Antioch College where she earned her degree in Cultural Studies. Prior to joining the firm, Maya was the Chief Financial Officer of a family real estate limited partnership and a financial advisor at Ameriprise. While there, she obtained the Series 7 (General Securities Representative Examination) and Series 66 (Uniform Combined State Law Examination) licenses. In addition to her professional work, Maya served on the Board of Directors of the National Center for Lesbian Rights for six years and remains an active member of their Finance Committee.

Maya is an avid tea drinker who is originally from Berkeley, and now lives with an abundance of happy houseplants in San Francisco. She is the guardian of Astrid, a hypoallergenic cat, who must be regularly rescued from Rachel’s excessive cuddling. Maya writes for Robasciotti & Philipson’s Twitter account; you’ll enjoy reading her insightful and witty tweets here.

Maya and her lesbian mothers were featured in “Gays Under Fire”, Newsweek, September 14, 1992; “Lesbians: The Power and The Pride”, Newsweek, June 21, 1993; and “Petra Liljestrand and Alice Philipson and their Daughter, Maya”, Mothers & Daughters, Doubleday, 1997.

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