Maya Philipson is a partner at Robasciotti & Philipson where she oversees the firm’s financial consulting and investment management services, with a particular focus on firm-wide investment strategies. In her primary role, Maya ensures that each client has an investment plan that properly supports their needs and goals for an abundant life. Drawing on a breadth of knowledge and expertise from her experience in both large and small firms, she guides the firm’s staff in creating strategies that best serve each client.
Maya joined Robasciotti & Philipson in 2006. Prior to joining the firm, she was the Chief Financial Officer of a family real estate limited partnership and a Financial Advisor at Ameriprise. Maya was drawn to Robasciotti & Philipson because she recognized the value to clients of having independent financial advice when making important life decisions and believed that she could better use her talents to positively impact the lives of clients with services tailored to their individual needs.
Maya is a graduate of Antioch College in Yellow Springs, Ohio. Before becoming a partner at Robasciotti & Philipson, Maya obtained the Series 7 (General Securities Representative Examination) and Series 66 (Uniform Combined State Law Examination) licenses. In addition to her work, she also serves on the board of directors of the National Center for Lesbian Rights and is the chair of that organization’s finance committee. Maya lives in her hometown of Berkeley.