Rick Polenske joins Robertson Stephens

IBR Staff//October 19, 2021//

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Rick Polenske has joined Robertson Stephens as a principal and managing director. He provides comprehensive wealth management solutions to clients, including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning and philanthropic strategies. Polenske has over 30 years of experience helping individuals and families, charitable organizations and institutional investors preserve and grow their wealth. For the past 20 years, he has worked in various positions in the Private Bank at Wells Fargo. Most recently, he was a wealth advisor and a senior fiduciary advisory specialist. Polenske has been in the financial industry serving clients’ investment planning needs for over 30 years. He became a Certified Financial Planner in 1994 from the College of Financial Planning and in 2015 he obtained the designation of Certified Trust and Financial Advisor from the American Banker Association. He currently is a member of the National and Idaho chapters of the Financial Planning Association, a member of The Treasure Valley Estate Planning Association and Boise Estate Planning Counsel.