
Diana Robinson
Robinson Financial Group
Certified Financial Planner™ & Investment Advisor Representative
Diana Robinson is president and founder of Robinson Financial Group, Inc. As a wealth strategist, Diana believes having a solid financial foundation is key in helping you build, protect and preserve your wealth.
Her goal is to provide a more efficient, personalized approach to increase and guard your wealth. As a Certified Financial Planner™ since 1985, Diana has been devoted to educating her clients as well as implementing sound financial tools to help them achieve their financial independence. Diana utilizes a strategic approach that combines both traditional and alternative investments to help reduce and manage market volatility. She continually strives to advance her education and knowledge of financial trends and their unique impact on her clients’ financial planning.
Over the years, Diana has been a popular keynote speaker at numerous workshops. Her presentation topics include timely subjects like Navigating Your Financial Journey - Freeing Your Mind From Typical Investment Thinking and By Women For Women Financial Planning workshops. In both talks Diana engages her audience on the topic of freeing their minds from typical investment thinking and traditional financial planning. As a business owner, Diana understands the needs of each client and makes every effort to exceed their expectations. She brings a woman’s understanding to the planning table. Her clients receive highly personalized service as she is free to consider varied and diverse investment alternatives. Diana welcomes new clients as well as the opportunity to provide a second opinion for others.
Licenses: Series 7, 63. CA Insurance License: #OF97769
Contact Diana for a complimentary consultation.
Diana Robinson
Certified Financial Planner™
Investment Advisor Representative
Robinson Financial Group, Inc.
858-792-0727
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