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Rockefeller Capital Management
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Life’s grandest visions require thoughtful plans. We’re focused on meeting the
dynamic needs of each client, adapting to how those needs unfold over every
stage of wealth. Our team is able to provide solutions to your unique
challenges, while providing an elevated level of service.
Location
750 University Avenue
Suite 240
Los Gatos, CA 95032
Phone
669-499-4482
SOLUTIONS FOR EVERY PART OF YOUR FINANCIAL LIFE
Solutions Tailored to You
Investment Advisory
Wealth Strategy
Empowering your decision making with expert guidance
Family Office Solutions
Seamless financial management for your family and your future.
Strategic Client Solutions
Convening our network to deliver a full suite of financial solutions
Trustee Services
Ensuring stability for today and your family’s future
Philanthropic Advisory
Helping you invest in your community intelligently
Lifestyle Advisory
Uniquely Rockefeller guidance and experiences for the everyday to the
once-in-a-lifetime
SOLUTIONS TAILORED TO YOU
Bespoke investment strategies aligned to whatever your financial objectives may
be. Our clients gain access to a sophisticated open-architecture
platform of traditional and alternative investments across all major asset
classes in addition to select private investment opportunities.
WEALTH STRATEGY
As an extension of your team, we review your full financial picture, and connect
you to the firm’s broader resources to create an unbroken chain of objective,
holistic and relevant advice.
* Wealth Advisory
* Estate Planning
* Insurance Advisory
* Tax Planning
* Philanthropy
* Wealth Transfer
FAMILY OFFICE SOLUTIONS
Led by your private advisor, your dedicated team can help with everything from
managing day-to-day finances to creating and implementing a financial plan
designed to grow with you on every step of your wealth journey.
* Bill Concierge
* Tax Preparation and Filing
* Bespoke Financial Reporting
* Human Capital Services
* Foundation Administration
* High Touch Comprehensive Advisory Services
STRATEGIC CLIENT SOLUTIONS
A comprehensive suite of solutions for holistic financial planning – for
individuals and institutions.
* Banking and Lending Services
* Retirement Plan Products and Services
* Insurance and Annuity Solutions
TRUSTEE SERVICES
Our comprehensive services cater to various trusts, including dynasty trusts,
annual exclusion gift trusts, and revocable trusts. We offer general fiduciary
oversight, day-to-day account management, comprehensive account reviews with our
expert team, as well as assistance with implementing distributions and bill-pay
services.
* Sole Trustee
* Successor Trustee
* Co-Trustee
* Agent for Trustee
* Directed and Administrative Trustee
PHILANTHROPIC ADVISORY
We think not only about your needs for today and tomorrow, but about your
passions and the life you want to lead, and the legacy you want to leave behind
for yourself and your family.
* Charitable Planning
* Donor Advised Funds vs. Private Foundations
* Multigenerational Engagement
LIFESTYLE ADVISORY
Through our curated Rockefeller Lifestyle Advisory partners, we provide our
clients with access to exclusive experiences, and concierge services so you can
focus on the people and passions that matter most to you.
* Once in a Lifetime Experiences
* Unique Travel Experiences
* Purpose-Driven Wine Platform
* Cyber Security
* Private Health Advisory
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* Virtual Specialty Care
* Elder Care
* Emergency Travel Services
* Next Gen and Career Transition Advisory
* Art Advisory
* Private Aviation
MEET OUR TEAM
CHERYL YOUNG, CFP®, CHFC®, CPM®
Private Advisor, Managing Director
BOAZ CHAN
Client Relationship Director, Vice President
JENNIFER SEACRIST
Client Relationship Director, Vice President
JENNY YOUNG, CFP®
Financial Planning Analyst
WEY LIM
Client Relationship Director, Vice President
NICK PETERSON
Client Relationship Director, Vice President
CASSIDY LIU
Senior Client Service Associate
HAO DONG
Associate, Analyst
IN THE NEWS - January 22, 2024
HEAD TO HEAD: A CONVERSATION WITH TOP ADVISOR, CHERYL YOUNG
IN THE NEWS - January 22, 2024
ROCKEFELLER GLOBAL’S CHERYL YOUNG OFFERS HER BULLISH CASE FOR INVESTORS TO STAY
IN BIG TECH
IN THE NEWS - January 22, 2024
TECH WILL BE DOWN UNTIL THE FED PIVOT,THEN IT WILL LEAD UP, SAYS ROCKEFELLER
GLOBAL’S CHERYL YOUNG
IN THE NEWS - January 22, 2024
HEAD TO HEAD: A CONVERSATION WITH TOP ADVISOR, CHERYL YOUNG
IN THE NEWS - January 22, 2024
ROCKEFELLER GLOBAL’S CHERYL YOUNG OFFERS HER BULLISH CASE FOR INVESTORS TO STAY
IN BIG TECH
IN THE NEWS - January 22, 2024
TECH WILL BE DOWN UNTIL THE FED PIVOT,THEN IT WILL LEAD UP, SAYS ROCKEFELLER
GLOBAL’S CHERYL YOUNG
IN THE NEWS - January 22, 2024
HEAD TO HEAD: A CONVERSATION WITH TOP ADVISOR, CHERYL YOUNG
IN THE NEWS - January 22, 2024
ROCKEFELLER GLOBAL’S CHERYL YOUNG OFFERS HER BULLISH CASE FOR INVESTORS TO STAY
IN BIG TECH
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01 / 03
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IN THE NEWS - January 17, 2024
ROCKEFELLER ASSET MANAGEMENT’S ALEX PETRONE TALKS MUNI OUTLOOK FOR 2024
IN THE NEWS - January 3, 2024
ROCKEFELLER CAPITAL MANAGEMENT WELCOMES ALEXANDRA LEBENTHAL TO STRATEGIC
ADVISORY
IN THE NEWS - March 4, 2024
ROCKEFELLER CAPITAL MANAGEMENT NAMES CHRISTOPHER KIRK, RESPECTED INDUSTRY
LEADER, AS HEAD OF INVESTMENT & CLIENT SOLUTIONS
IN THE NEWS - February 16, 2024
ROCKEFELLER CEO GREGORY FLEMING JOINS CNBC’S “SQUAWK BOX”
IN THE NEWS - February 16, 2024
UNICREDIT AND ROCKEFELLER ASSET MANAGEMENT LAUNCH ONEMARKETS ROCKEFELLER GLOBAL
INNOVATION EQUITY FUND FOCUSED ON IDENTIFYING COMPANIES DRIVING INNOVATION
IN THE NEWS - February 15, 2024
CHRISTOPHER DUPUY ON MORNINGSTAR’S “BIG PICTURE IN PRACTICE” – HOW ROCKEFELLER
GLOBAL FAMILY OFFICE BEST SUPPORTS ADVISORS AND CLIENTS
IN THE NEWS - February 8, 2024
ROCKEFELLER GLOBAL FAMILY OFFICE EXPANDS PRIVATE WEALTH BUSINESS IN SOUTHEAST
DIVISION, ADDS VARIANT PATH GROUP IN CHARLOTTE, NC
IN THE NEWS - February 1, 2024
ROCKEFELLER GLOBAL FAMILY OFFICE EXPANDS NATIONAL WEALTH MANAGEMENT PRESENCE
WITH ADDITION OF LEWIS WEALTH PARTNERS IN RICHMOND, VA
IN THE NEWS - January 17, 2024
ROCKEFELLER ASSET MANAGEMENT’S ALEX PETRONE TALKS MUNI OUTLOOK FOR 2024
IN THE NEWS - January 3, 2024
ROCKEFELLER CAPITAL MANAGEMENT WELCOMES ALEXANDRA LEBENTHAL TO STRATEGIC
ADVISORY
IN THE NEWS - March 4, 2024
ROCKEFELLER CAPITAL MANAGEMENT NAMES CHRISTOPHER KIRK, RESPECTED INDUSTRY
LEADER, AS HEAD OF INVESTMENT & CLIENT SOLUTIONS
IN THE NEWS - February 16, 2024
ROCKEFELLER CEO GREGORY FLEMING JOINS CNBC’S “SQUAWK BOX”
IN THE NEWS - February 16, 2024
UNICREDIT AND ROCKEFELLER ASSET MANAGEMENT LAUNCH ONEMARKETS ROCKEFELLER GLOBAL
INNOVATION EQUITY FUND FOCUSED ON IDENTIFYING COMPANIES DRIVING INNOVATION
IN THE NEWS - February 15, 2024
CHRISTOPHER DUPUY ON MORNINGSTAR’S “BIG PICTURE IN PRACTICE” – HOW ROCKEFELLER
GLOBAL FAMILY OFFICE BEST SUPPORTS ADVISORS AND CLIENTS
IN THE NEWS - February 8, 2024
ROCKEFELLER GLOBAL FAMILY OFFICE EXPANDS PRIVATE WEALTH BUSINESS IN SOUTHEAST
DIVISION, ADDS VARIANT PATH GROUP IN CHARLOTTE, NC
IN THE NEWS - February 1, 2024
ROCKEFELLER GLOBAL FAMILY OFFICE EXPANDS NATIONAL WEALTH MANAGEMENT PRESENCE
WITH ADDITION OF LEWIS WEALTH PARTNERS IN RICHMOND, VA
IN THE NEWS - January 17, 2024
ROCKEFELLER ASSET MANAGEMENT’S ALEX PETRONE TALKS MUNI OUTLOOK FOR 2024
IN THE NEWS - January 3, 2024
ROCKEFELLER CAPITAL MANAGEMENT WELCOMES ALEXANDRA LEBENTHAL TO STRATEGIC
ADVISORY
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registered with the U.S. Securities and Exchange Commission (SEC);Member
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Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate,
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third parties to assist in offering certain banking related products and
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Investment, insurance and annuity products offered through Rockefeller Financial
LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank
deposit, and not otherwise insured by any federal government agency.
Investing involves risk, including the possible loss of principal. Past
Performance is no guarantee of future results and no investment or financial
planning strategy guarantees profit or protection.
Rockefeller Capital Management LLC and its affiliates do not provide tax or
legal advice. Clients should consult their tax advisor for matters involving
taxation and tax planning and their attorney for legal matters.
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