wiseradvisor

Rick Polenske, Robertson Stephens

Tel: 415-500-6810
1101 W. River Street
Suite 360
Boise, Idaho  83702
Rick Polenske, Robertson Stephens | Financial Advisor in Boise,Idaho

About Rick Polenske, Robertson Stephens

Rick Polenske, CFP, CTFA, is a Principal and Managing Director at Robertson Stephens. Rick, together with Steve Devejian, CFA, and Danielle Bugni, CFA, provides comprehensive wealth management solutions to clients including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning, and philanthropic strategies. Rick has over 30 years of experience helping individuals and families, charitable organizations, and institutional investors preserve and grow their wealth. For the past twenty years, Rick has worked in various positions in the Private Bank at Wells Fargo. Most recently, Rick was a Wealth Advisor from 2018  2021 and a Senior Fiduciary Advisory Specialist from 2012 to 2018. From 2009 to 2012 Rick ran a personal practice as a Senior Financial Advisor with Wells Fargo Advisors, serving a diverse group of clients in the Boise area, and from 2001 to 2009 he served as Regional Sales Manager fo


General Information

Services:   Retirement Planning, Estate Planning, Tax Planning, Philanthropic Planning, Education Planning, Wealth Management, Investment Management, Insurance Planning, Financial Planning
Specialties:   Insurance Evaluation, Cash Flow Planning, Wills and Trusts, Medicare, Behavioral Finance, Charitable Giving, Beneficiary and Account Titling

Office Hours

Monday   09:00 AM - 05:00 PM
Tuesday   09:00 AM - 05:00 PM
Wednesday   09:00 AM - 05:00 PM
Thursday   09:00 AM - 05:00 PM
Friday   09:00 AM - 05:00 PM



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