Rebecca A. Robins

Objective:

Rebecca’s objective is to help clients achieve their financial goals – prudently and thoughtfully – through a long-term comprehensive financial service relationship providing tax, financial planning and investment management services.

Specialization:

Rebecca specializes in tax and financial planning, including planning for: risk protection, taxes, wealth accumulation, retirement, estate preservation, investments, small businesses and asset allocation. 

Licensing and Training:

Rebecca has had comprehensive training in tax, financial planning and investment products and keeps her knowledge current through continuing professional education. She is licensed and a registered representative (in the states of California and Maryland) to offer securities offered through H.D. Vest Investment Services^SM, Member SIPC, Advisory Services offered through H.D. Advisory Services^SM, Non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, Texas 75038, (972) 870-6000.  She is insurance licensed in the states of California (license #0D75745) and Maryland.

Designations and Degrees:

Certified Public Accountant (CPA), 1988, State of Maryland; 2003, State of California

Certified Financial Planner (CFP®), 1993

Personal Financial Specialist (PFS), 2007

Certified Divorce Specialist (CDFA), 2009

Business Experience:

2009-present, Owner and Senior financial advisor, Robins Financial Inc., Stevenson Ranch, CA

Rebecca has over 22 years of combined experience in the financial services industry. She specializes in providing personalized and comprehensive tax, financial planning and investment management services to individuals and small business and is a registered investment advisor.  Rebecca had a wide variety of clients including professionals, entertainers, business owners, and retirees, among others.  She works closely with Client’s to develop and design customized financial strategies that address personal and business goals and objectives.

Professional Associations:

American Institute of Certified Public Accountants                        

California Society of Certified Public Accountants                        

Financial Planning Association (and Board member of the West Valleys Chapter)

California Society of Enrolled Agents (and Board member of the San Fernando Valley Chapter)

Kingdom Advisors (certified member), www.KingdomAdvisors.org

Community Service:

Crown Financial Ministries, Seminar Instructor and Small Group Leader

College of the Canyons - Santa Clarita, CA, Adjunct Professor

Personal:

She lives in Santa Clarita with her husband, 1 dog and 2 cats.  She has 2 grown sons. 

Rebecca Robins, CPA/PFS, CFP®, *Registered Representative,

Robins Financial Inc.
25001 The Old Road, Stevenson Ranch, CA 91381 

Phone :(661) 702-9680; Fax: 661-254-7485
E-mail: RobinsR1@hdvest.net  

Website: www.myhdvest.com/RebeccaRobins