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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.