Owner and Founder | Financial Planner @ Fee-Only Planning Hawaii (February 2022 - Present)
Co-Founder @ (July 2012 - December 2023)
Co-Founder and Branch Manager @ Hawaii Wealth Management (June 2003 - March 2010)
Vice President - Investments @ Citigroup - Salomon Smith Barney (July 1996 - June 2003)
Senior Investment Broker @ (December 1989 - July 1996)
Robinson Education
Williams College
Bachelor of Arts - BA (Economics)
1984-1988
Robinson Skills
Guaranteed Lifetime Withdrawl Benefit Riders
Holistic Financial Planning
Variable Annuities
Advance Directives
Emergency Planning
Durable Power of Attorney
Investments
Estate Planning
IRAs
Retirement Calculator
College Education Planning
401k Rollovers
Profit Sharing
Behavioral Finance
401k
Sustainable Withdrawl Rate
Roth IRA
Lifetime Income
4% Rule
Retirement Planning
Financial Planning
Inherited Ira
Qualified Retirement Plans
SEP IRA
Stretch Ira
Investment Advisory Services
Pension Rollover
Robinson Summary
Robinson, based in Honolulu, HI, US, is currently a Hawaii's Nest Egg Guru at Instagram, TikTok, YouTube, Facebook Management. Robinson brings experience from previous roles at Financial Planning Hawaii, Inc., Fee-Only Planning Hawaii, Nest Egg Guru and Hawaii Wealth Management. Robinson holds a 1984 - 1988 Bachelor of Arts - BA in Economics @ Williams College. With a robust skill set that includes Guaranteed Lifetime Withdrawl Benefit Riders, Holistic Financial Planning, Variable Annuities, Advance Directives, Emergency Planning and more. Robinson has 1 emails and 3 mobile phone numbers on RocketReach.
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