Mission Statement

At Greenstein, Rogoff, Olsen & Co., we strive to deliver the best service to our clients. We are successful because we stay true to our vision, work hard toward our mission, and employ a series of core values.

Our Vision is to be the most trusted advisors in the Bay Area serving entrepreneurial individuals, venture capitalists and closely held businesses.

Our Mission is to enhance the well being of our people and the clients we serve.

Our Core Values include:

  • Integrity / Honesty
  • Relationships
  • Respect and Teamwork
  • Personal Development
  • Accountability
  • Innovation

The firm has built a strong reputation in the Bay Area as an extremely knowledgeable team of advisors. We focus on helping our clients achieve an ideal quality of life, while creating and preserving wealth. We understand that personal time is important to our clients and are committed to developing solutions which allow them to spend more time on themselves and/or their families, and less time worrying about business or personal financial issues.

Trusted Advisors to the Highly Successful - Since 1964

Trusted Advisors to the Highly Successful - Since 1964
Greenstein, Rogoff, Olsen & Co.
Management Team

Our management team is committed to the success of our clients. We are focused on building a trusted relationship by providing the attention, commitment and expertise they need and deserve.

Sign up For Our Newsletter

Get Weekly Tax & Wealth Building Tips!