Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sarah Robinson

Certified Financial Planner
Brewster,ME

Summary

Dynamic Certified Financial Planner with a proven track record at a leading firm, adept at crafting tailored wealth management solutions. Expert in investment planning and portfolio management, leveraging strong analytical skills and excellent communication to guide high-net-worth clients through complex financial landscapes. Committed to achieving client goals with integrity and dependability.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Certified Financial Planner

Self
Brewster, MA
05.2001 - Current
  • Educated clients on financial planning concepts and best practices to help them make informed decisions about their finances.
  • Assisted clients in setting realistic financial goals and developing action plans to achieve them over time.
  • Collaborated with a team of professionals to develop tailored wealth management solutions for high-net-worth individuals.
  • Managed client portfolios effectively by monitoring market trends and adjusting investment allocations accordingly.
  • Developed comprehensive financial plans for clients, addressing investment management, insurance needs, tax planning, and retirement goals.
  • Provided support during major life events such as marriage or divorce by assisting clients with necessary financial adjustments.

Education

Bachelor of Science - Accounting

St. Joseph College
West Hartford, United States
09.2025 - 05.2025

Skills

Insurance planning

Investment planning

Retirement planning

Portfolio management

Debt management

Wealth management

Behavioral finance

Social security optimization

Investment advising

Budgeting expertise

Client confidentiality

Certification

CFP

Timeline

Bachelor of Science - Accounting

St. Joseph College
09.2025 - 05.2025

Certified Financial Planner

Self
05.2001 - Current

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Sarah RobinsonCertified Financial Planner