Robins Financial is an independent financial services company of financial professionals who are Certified Public Accountants (CPA’s) with added specialization in financial services including the AICPA Personal Financial Specialist (PFS) and the Certified Financial Planner (CFP©) designations.
Rebecca Robins provides her clients with professional, independent financial counsel based on experience and technical expertise to help you manage your money so you can better manage your life – throughout your life events, both expected and unexpected. . Rebecca’s specialized tax and comprehensive financial services are based on her core service offering including:
• Tax and Business Services
• Fee-based Financial Planning
Services*
• Advisory Investment Management
Services*
Wealth accumulation and estate preservation require coordinating tax, financial and investment management activities. Rebecca Robins follows a disciplined approach to help her clients take advantage of tax and growth opportunities while striving to balance investment risk and return.
Rebecca has been a CPA for over 23 years and a CFP for over 17 years. She specializes in providing personalized and comprehensive tax, financial planning and investment management services to individuals and small business and is an investment advisor representative. Rebecca has a wide variety of clients including professionals, entertainers, business owners, and retirees, among others. She works closely with Clients to develop and design customized financial strategies that address personal and business goals and objectives.
Call Rebecca for tax, financial planning, insurance, and investment management services. Rebecca offer’s a complimentary Discovery meeting to better understand your needs and how she can help.
Meet with us today. It’s time.
For more information contact Rebecca Robins, CPA/PFS, CFP®, at 661-702-9680, visit www.robinsfinancial.com. Located at 25001 The Old Rd, Stevenson Ranch. CA Insurance Lic#0D75745.
*Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM, a non-bank subsidiary of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038. 972-870-6000
Robins Financial Inc. is not a registered broker/dealer or independent investment advisory firm.