Partner Spotlight: Minkoff & Associates

Started by Steve Minkoff, Minkoff & Associates is the new face of finance. Steve is among the top 1% of Ameriprise Advisors and has been recognized as a top Bay Area Advisor in SF Magazine and Diablo Magazine. Minkoff & Associates was created to cater to Bay Area clients and specialize in tech, stock options, women and families.

What is Minkoff & Associates’ history in the San Francisco Bay Area?
Minkoff3Steve Minkoff is from the Bay Area and began working with clients on the Peninsula 25 years ago. Minkoff & Associates has always been located in San Francisco and recently moved to a new, modern office in the heart of the Financial District. Steve is among the top 1% of Ameriprise Advisors and has been recognized as a top Bay Area Advisor in SF Magazine and Diablo Magazine.

Tell us something most people don’t know about Minkoff & Associates.
We are the new face of finance. Steve created Minkoff & Associates to cater to Bay Area clients and we specialize in what they need: tech, stock options, women and families.

What do you like best about your role at Minkoff & Associates?
• Building relationships with clients and staff to help them achieve their goals.
• From a client perspective: Steve has clients that have been with him for 25 years which has allowed him to share and help plan for major milestones; marriage, children, college and retirement. It’s been extremely rewarding experience.
• From an employee perspective: Steve has developed a unique office environment which fosters growth, empowerment and opportunities.

Minkoff2How does Minkoff & Associates serve the San Francisco Bay Area community, and why is it important for you to do so?
It is extremely important for Minkoff & Associates to give back the Bay Area community and stay connected with what is truly important to our clients. Over the years, we have dedicated our time to various charities, including City Youth Now, Bark for Life, PAWS (Pets are a Wonderful Support), to name a few. In honor of Steve’s 25th anniversary, Minkoff & Associates dedicated 2015 to giving back to local charities our clients care about most: Children’s Council, Marin Charitable, our team ran a half-marathon to raise money for Cancer in the Family Relief Fund.

Not only have we dedicated time and money to great causes, being a successful practice has afforded Steve to give back to his peers, including:
-Internship opportunities at Minkoff & Associates
-Employment opportunities
-Industry education and exposure to our employees (past and present)
-Mentorship opportunities – Steve coaches other advisors in the Bay Area as well as entrepreneurs looking for help organizing their businesses.

How has being a SF Chamber member helped your business or organization?
Being part of the Chamber has helped our team stay connected to our community and has allowed our office to network with our peers. Staying on top of our local presence is extremely important to us while we show support to other small businesses in the area.

What are some of Minkoff & Associates’ keys to success, and why or how has San Francisco been a factor in that?
Minkoff & Associates key to success is our passion, experience and our commitment to client service. Our three core principles include a planning based approach, comprehensive advice, and relationship management. Additionally, the San Francisco/ Bay Area community has a very unique demographic unlike a lot of other cities, which is why we continue to develop a successful business that aligns with our community. We’ve had employees that specialize in LGBT, Women and families, tech/stock options and small businesses.

Minkoff1How long have you been with Ameriprise Financial Services?
Steve is celebrating his 25th anniversary of being a financial advisor with Ameriprise Financial.

What are your favorite parts of San Francisco?
Steve’s favorite part of San Francisco is how unique and diverse it is on many levels. As a metropolitan area, it is very unique which is what makes San Francisco what it is. Everything that he likes about the city, he has incorporated into his business.
-The vibrant food scene and rich culture and history
-The Bay
-San Francisco has the ability to make the old new again. For example, Steve purchased our 1911 building, renovated it to make it current.