Preserve the financial future of my clients.
Cynthia Robinson
Series 7,63,65 licenses held through LPL Financial. Registered for Securities in AZ, CA, NV, WA.
Insurance Licenses: Accident & Health Agent, Life-Only Agent, and Variable Contracts Agent in CA, AZ and NV
Phone: (805) 390-0048
E-mail: Cynthia.Robinson@LPL.com
The investment climate has never been more exciting or more challenging than it is today. I've been a wealth advisor for over 20 years and I have been a registered representative with LPL Financial since 2007. I have experienced many market conditions and investment trends. I believe that education is the foundation of any sound investment decision. I am committed to educating my clients, many of whom are wealthy women. My goal is to have a clear understanding of the investor's needs and present the world of investing in language you can understand.
My goal as a wealth advisor is simple. Preserve the financial future of my clients. I am accountable to them, and they depend on me. I take this role very seriously. I understand it's both an intellectual and emotional endeavor. Because I know my decisions make a difference not only to their finances, but also to their families and their lives.