As one of the first nationally renowned children of feminist-lesbian parents, the identity, mission, and values of social justice work have always been close to my heart.
Prior to my finance career, I earned a degree in Cultural Studies from Antioch College and, soon after, met Rachel Robasciotti. I respected Rachel’s intellect and politics and we became close friends, which led to our eventual working together. In 2008, I was honored to become an owner of our financial planning and investment management firm. The firm subsequently, and joyfully, became Robasciotti & Philipson.
In addition to my rewarding financial career, I also spent six years on the Board of Directors and Finance Committee of the National Center for Lesbian rights.
How I’m expanding what’s possible with money
I am keenly focused on ensuring each client has a positive experience by coordinating support teams and liaising with outside professionals. I am deeply engaged in promoting human and social capital development by mentoring the professional growth of employees and collaborating with colleagues.
I am also actively dedicated to helping create a vision of a financial services industry that is aligned with movements for racial, gender, economic, and climate justice.
Outside of work, my passions include
I’m an avid tea drinker who is originally from Berkeley, and I now live with an abundance of happy houseplants in San Francisco. I’m also the guardian of Astrid, a hypoallergenic cat, who happily served as our firm’s mascot and Chief Feline Officer.