
- Experience
- 30 years
- Consultation
- Free consultation
- Bar State
- California
- Contingency
- Available
- Languages
- English, French, Spanish
- Verification
- Approved profile
- Phone
- (949) 244-6092
About
With over 28 years of experience as an attorney and counselor, Robin is a Vice President and Senior Wealth Planner at City National Bank, one of the leading providers of wealth management services in the country. She advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning. Robin's core competencies include estate planning, fiduciary services, taxation, trusts, and business exit planning. She provides customized and comprehensive solutions to her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax and legal communities. Robin is passionate about delivering educational seminars and meeting with clients to decipher their estate planning needs and engage them in the process. Robin is also a certified exit planning advisor, with a focus on helping business owners prepare for their exit and maximize their value.
Location
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Education
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