Robyn Lawhon is a Senior Financial Advisor and Certified Financial Planner TM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Her focus is on forming long-term relationships and helping clients with all aspects of their financial lives. With over 20 years of experience in the financial services industry, Robyn works with affluent families, individual clients, closely-held businesses and physician practices, and has much experience working with pre-retirees from Boeing and other Aerospace firms with account minimums starting around $350,000. Through personal consultations, Robyn works with each client to set quantifiable goals, and prioritize their needs. She then develops and implements a customized strategy using a wide variety of financial instruments.
Robyn's interests include traveling with her family, and Interior Design. She is an active member of her local church, Quartz Hill Church of Christ, where she teaches Sunday School to children ages 1-5 years, and organizes several social events throughout the year. Additionally, she is currently interested in starting a local chapter of the California Medical Group Management Association, which is committed to providing up-to-date information and resources for physicians and their medical practices.
Please consider sitting down with Robyn to begin these important discussions today. You can contact her with your questions at 626-356-2049, or by email at email@example.com.