Overview

Minkoff & Associates is a boutique financial planning practice located in San Francisco’s Financial District. Principal and CEO Steve Minkoff, CFP has been a top award-winning advisor with Ameriprise Financial for the past 26 years, and was named one of Financial Times’ Top 400 Financial Advisors.

Minkoff & Associates is a process driven and highly efficient practice. We have a client-focused approach to financial planning which embraces our client’s financial goals. Multiple licensed advisors and our extensive team work closely with clients to develop a customized financial strategy which incorporates asset allocation, financial management, retirement planning as well as Women’s financial strategies. Building and maintaining long-lasting relationships through client service is what sets us apart from other firms.

We are a young, expanding practice looking for opportunities to acquire more clients that are aligned with who we are and what we represent.


Last Activity
6 months or more

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