Keith Larkin, Managing Director, Principal At A $4.6B Money Management Firm Shares Timeless Advice With The SmartMoneyCircle.com Audience.

Bio:
KEITH LARKIN
Managing Director, Principal
Keith is a Managing Director and Principal at Robertson Stephens.
The firm manages over $4.6 Billion.

With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are trying to go. This includes a thorough understanding of your goals, priorities, concerns, tolerance for risk, income needs, assets and liabilities. Keith will then build and implement a plan that addresses what’s most important to you and your family, including consulting with other advisors if needed. Keith works with entrepreneurs, multigenerational families and company executives. He has several specializations including pre- and post-IPO planning and utilizing options to hedge single stock risk as well as to generate income in single stock portfolios.
Prior to Robertson Stephens, Keith worked at Wells Fargo Advisors as a financial advisor since 2013. In 2019, he was recognized as a Premier Advisor, a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. Previously, Keith was a Director at Deutsche Bank, where he provided wealth, estate and retirement planning services for high-net-worth individuals, and a Vice President at Neuberger Berman.
Keith graduated from the University of Arizona with a bachelor’s degree in Political Science and Economics. Away from the office, he enjoys running and traveling. Keith is a resident of San Francisco and enjoys all that the Bay Area has to offer.
The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

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Keith Larkin, the Managing Director and Principal at a prominent $4.6 billion money management firm, is known for his exceptional leadership skills and timeless advice. With years of experience in the financial industry, Larkin has successfully managed and guided numerous clients towards financial success. His expertise and insights have earned him a reputation as a trusted financial advisor.

Larkin’s journey in the financial world began decades ago, and his dedication and commitment have propelled him to the top of his field. As the Managing Director and Principal at a multi-billion-dollar money management firm, he oversees a team of professionals, ensuring optimal investment strategies and financial planning for the firm’s clients.

One of the reasons Larkin’s advice is considered timeless is because he believes in the importance of long-term financial planning. He emphasizes that taking a patient and disciplined approach to investments is key to achieving sustainable growth. Larkin advises his clients not to get caught up in short-term market fluctuations or trends but rather to focus on long-term goals.

Another vital piece of advice that Larkin consistently shares is the importance of diversification. He believes in spreading investments across various asset classes, sectors, and regions to reduce risk and maximize returns. By diversifying a portfolio, investors can ensure that their investments are not solely dependent on one market or industry. Larkin’s expertise lies in identifying opportunities for diversification and helping clients build robust portfolios.

One of the key qualities that sets Larkin apart is his ability to communicate complex financial concepts in a simple and relatable manner. He understands that not all clients may have a deep understanding of finance and investments, so he takes the time to explain concepts and strategies in a way that is easily understood. This approach builds trust with his clients and empowers them to make informed financial decisions.

Larkin also places great emphasis on the importance of staying informed and educated. He believes that keeping up with industry trends, global events, and economic indicators is crucial for making sound investment decisions. Larkin encourages his clients to stay proactive by reading financial news, attending seminars, and engaging in discussions about the market.

Lastly, Larkin’s advice encompasses the importance of avoiding emotional decision-making in investments. He advises clients to maintain a rational mindset and avoid making impulsive decisions based on fear or excitement. By maintaining a disciplined approach, Larkin believes investors can better weather market volatility and stay focused on their long-term goals.

Keith Larkin’s wisdom and experience have earned him a reputation as a trusted and reliable financial advisor. His timeless advice on long-term planning, diversification, effective communication, education, and disciplined decision-making has guided countless clients towards financial success. As a Managing Director and Principal, Larkin continues to inspire and lead his team towards delivering exceptional financial outcomes for his clients, solidifying his position as a revered figure in the money management industry.