Lewis Robinson Email & Phone Number

Managing Director and Senior Wealth Advisor | CPA | Retirement Planning | Financial Planning @ CapSouth Wealth Management

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Lewis Robinson's Location

Fresno, CA, US

Lewis Robinson's Work

Managing Director and Senior Wealth Advisor | CPA | Retirement Planning | Financial Planning @ CapSouth Wealth Management
Retirement Income Solutions Consultant | CPA | Retirement Planning | Insurance | Financial Planning @ Robinson Advisory Group,LLC
CPA | IRA Specialist | Retirement Planning | Tax and Estate Planning | Financial Planning @ Robinson, Whaley, Hammonds & Allison, PC

Vice President | Treasurer | CPA | Financial Advisor | Financial Planning @ J&J, Inc.
Certified Public Accountant | CPA | Retirement and Estate Tax Planning | Financial Planning @ Lewis Robinson & Co., PC
Certified Public Accountant (CPA) | Financial Advisor | Financial Planning @ Greenway, Robinson & Smith, PC
Vice President and Treasurer | Financial Advisor | Financial Planning @ Marble Products Company of Georgia, Inc.

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Lewis Robinson's Education

Georgia State University
BBA (Accounting)
1960 - 1965
Georgia Institute of Technology
2 yrs (Industrial Management)
1958 - 1960

Lewis Robinson's Skills

Retirement Planning
Strategic Financial Planning
Management Consulting

Estate Planning
Fixed Annuities
Financial Services
Retirement
IRAs
Insurance
Financial Reporting

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Lewis Robinson's Summary

Lewis Robinson, based in Fresno, CA, US, is currently a Managing Director and Senior Wealth Advisor | CPA | Retirement Planning | Financial Planning at CapSouth Wealth Management, bringing experience from previous roles at Robinson Advisory Group, LLC, Robinson, Whaley, Hammonds & Allison, PC, J&J, Inc. and Lewis Robinson & Co., PC. Lewis Robinson holds a 1960 - 1965 BBA in Accounting @ Georgia State University. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Management Consulting, Estate Planning, Fixed Annuities and more, Lewis Robinson contributes valuable insights to the industry. Lewis Robinson has 4 emails and 1 mobile phone number on RocketReach.