P. Robinson Email & Phone Number
Retirement Plan Consultant @ CapSouth Wealth Management
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P. Robinson Location
- Atlanta, GA, US
P. Robinson Work
- Retirement Plan Consultant @ (January 2026 - Present)
- Director of Advance Planning @ (September 2024 - Present)
- Advanced Planning Director - Senior Wealth Advisor @ (November 2011 - January 2025)
- Retirement Income Solutions Consultant | CPA | Retirement Planning | Insurance | Financial Planning @ Robinson Advisory Group, LLC (December 2010 - November 2011)
- CPA | IRA Specialist | Retirement Planning | Tax and Estate Planning | Financial Planning @ Robinson, Whaley, Hammonds & Allison, PC (September 1991 - November 2011)
- Vice President | Treasurer | CPA | Financial Advisor | Financial Planning @ J&J, Inc. (January 1980 - September 1991)
- Certified Public Accountant | CPA | Retirement and Estate Tax Planning | Financial Planning @ Lewis Robinson & Co., PC (January 1977 - January 1980)
- Certified Public Accountant (CPA) | Financial Advisor | Financial Planning @ Greenway, Robinson & Smith, PC (July 1969 - December 1977)
- Vice President and Treasurer | Financial Advisor | Financial Planning @ Marble Products Company of Georgia, Inc. (January 1966 - June 1969)
P. Robinson Education
- Georgia State University
BBA (Accounting)
1960-1965 - Georgia Institute of Technology
2 yrs (Industrial Management)
1958-1960
P. Robinson Skills
- Social Security
- Estate Advisor
- Retirement Income
- Tax Planning
- Retirement Planning
- Strategic Financial Planning
- Management Consulting
- Estate Planning
- Fixed Annuities
- Financial Services
- Retirement
- IRAs
- Insurance
- Financial Reporting
- Accounting
- Litigation Support
- Financial Planning
- Retirement Plan Consulting
- Wealth Advisor
- CPA
- Microsoft Outlook
- Task Management
- Time Management
- Strategic Planning
- Security
- Leadership
- Marble
- Project Management
- Social Media
- Business Development
- Planning
P. Robinson Summary
- P. Robinson, based in Atlanta, GA, US, is currently a Retirement Plan Consultant at CapSouth Wealth Management. P. Robinson brings experience from previous roles at CapSouth Wealth Management, Robinson Advisory Group, LLC and Robinson, Whaley, Hammonds & Allison, PC. P. Robinson holds a 1960 - 1965 BBA in Accounting @ Georgia State University. With a robust skill set that includes Social Security, Estate Advisor, Retirement Income, Tax Planning, Retirement Planning and more. P. Robinson has 3 emails and 2 mobile phone numbers on RocketReach.
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