Rick Polenske, Robertson Stephens

Services Offered

• Wealth management
• Retirement planning
• Cash flow planning
• Investment management
• Tax planning
• Estate planning
• Philanthropic strategies

About

Rick Polenske is a Certified Financial Planner (CFP®) and a Principal and Managing Director at Robertson Stephens, located in Boise, Idaho. He provides comprehensive wealth management solutions including retirement and cash flow planning, investment management, tax and estate planning, and philanthropic strategies. With over 30 years of experience, Rick serves individuals, families, charitable organizations, and institutional investors, focusing on wealth preservation and growth. His extensive background includes significant roles at Wells Fargo, enhancing his expertise in fiduciary advisory services.

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