Financial Advisor, RJFS
Branch Manager
Robin is a valuable member of our team and a CERTIFIED FINANCIAL PLANNER™ Professional. With over 20 years of experience in the financial planning field, Robin plays an integral role in making sure the company operates smoothly and efficiently. She is responsible for the operations of the practice including technology, compliance and supervisory duties over our Planned Results team. Working closely with our financial advisors, Robin assists with developing investment strategies, conducts client reviews and is responsible for managing client relationships. Robin is a graduate of SUNY Oswego with a Bachelor of Science degree in Mathematics. She holds Series 7, 24, 31, 51, 63, 66 licenses and a NYS Insurance License.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
