Charles Robinson

Vice President - Financial Planning

Phone: 412-391-0419
Fax: 412-391-0338
E-mail: crobinson@monteverdegroup.com

Charles Robinson joined The Monteverde Group as Vice-President of Financial Planning.  He will serve as co-chairman of the division and oversee all financial planning services provided for clients of The Monteverde Group.

Prior to joining The Monteverde Group, Charles was a successful financial advisor and planner for a Fortune 300 company that helped pioneer financial planning in the 1970s.  In this position, his emphasis was on helping clients create a comprehensive roadmap for their financial success.  Charles works with high net worth individuals and professional athletes creating solutions to cash flow, risk reduction, investment management, tax planning, and estate planning needs.  Charles has extensive experience working with CPAs, attorneys, and other advisors to develop strategies for the preservation and transfer of wealth for their high net worth clients.

Charles earned his Bachelor of Science degree from East Carolina University and holds FINRA Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Examination), and Series 65 (Uniform Inestment Advisor Law Examination) licenses.  He is currently working to attain the Certified Financial Planner™ designation, which he hopes to complete in early 2011.  Charles is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.

As a former college and professional football player, Charles continues to remain active volunteering his time with local sports leagues and is a member of the YMCA in addition to his work in financial planning.  When he is not helping clients with their financial planning strategies, Charles enjoys traveling and spending time with family and friends.