Robin completed the Certified Financial Planner™ (CFP®) Professional Education Program through the College for Financial Planning in Denver, Colorado.
Robin has worked as a financial advisor for over 20 years. In addition to his years of experience as a financial advisor, Robin has an extensive background in science. He earned his Ph.D. in Chemistry from the University of Wisconsin - Madison, and he worked for a number of years as a Research Chemist.
Robin’s experience developing complex, creative solutions at a molecular level prepared him to make a qualitative difference in his clients’ lives. His analytical approach and genuine care for the people he helps has allowed him to build long-lasting relationships.
Robin has connected the local community with financial planners through several outreach programs, such as the Seattle Times' Retirement Planning Hotline and the monthly Seattle Times' articles featuring Financial Planning Makeovers. Robin previously served as the Public Relations Director of the Financial Planning Association, Puget Sound Chapter and remains an active member of the FPA.
Robin was recognized in Seattle Magazine as one of the "FIVE STAR© Best in Overall Client Satisfaction Wealth Managers" in the Seattle area for 2007, 2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016.
Robin enjoys learning languages and is interested in international cultures. He speaks some Chinese, Japanese, Thai, Tagalog and Malay. He also enjoys scuba diving, swimming and the occasional golf game.
The FIVE STAR© Wealth Manager Award Program's objective is to identify wealth managers in specific locales who score the highest in overall client satisfaction.
Under the Program, approximately 39,000 high net-worth consumers in the Seattle area and subscribers of Seattle Magazine were asked to evaluate up to three financial advisors, whom they knew personally. The wealth managers were evaluated based on the following nine criteria: communication, knowledge and expertise, customer service, integrity, value for dollars spent, meeting clients’ financial expectations, quality of recommendations and overall satisfaction. Both positive and negative responses were incorporated into the scoring and only wealth managers with acceptable compliance records and a minimum of five years of experience in financial services were considered. The wealth managers deemed as finalists were then reviewed and finalized by a panel of ‘industry experts’ within the financial services sector.
The final list identifies the wealth managers who scored the highest in overall client satisfaction and represents less than 7% of the wealth mangers in the local market.
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