FINANCIAL ADVISOR & PARTNER

Brian Robinson, CFP®

CFP®, APMA®, AWMA®, AAMS®, CMFC®

SharpePoint Team Brian Robinson, CFP®

Biography

Brian Robinson’s interest in finance and investments started in college when he took his first economics class. He was fascinated by the way economics affected the world – from buying commodities to international monetary policy to behavioral economics, it all made sense. From then on, he knew he wanted to work in the financial industry and has been doing so for more than 20 years.

As a partner of SharpePoint, Brian co-founded the practice with the mission to help clients make sense of their entire financial life and future. He’s worked to build the firm to provide hands-on and consistent oversight, where their investments and financial plans are constantly monitored, adjusted as needed, and legacy protected.

Brian oversees the investment management division, where he personally conducts the firm’s investment research and analysis and builds and manages client portfolios. As an advisor, he offers clients financial planning and risk management strategies, as well as empowers them with education. Brian is a problem solver by nature and instills trust in his clients that he will get them the answers and solutions they require to help them accomplish their financial goals.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Brian advises his clients on all of their planning needs, including minimizing taxes, estate and retirement planning, and cash flow analysis. He holds the Accredited Portfolio Management AdvisorSM (APMA®), Chartered Mutual Fund CounselorSM (CMFC®), Accredited Asset Management SpecialistSM (AAMS®) and Accredited Wealth Management AdvisorSM (AWMA®) designation. Brian holds his FINRA Series 63 & 66 licenses.

Brian received his bachelor’s in economics from Arizona State University, where he also served as the gymnastics coach for the university’s men’s team. He previously worked at Charles Schwab and Waddell & Reed where he received several awards for exemplary service to his clients. He currently serves as a board member of the Leadership Circle for Phoenix Children’s Hospital.

Brian has been married for 20 years and has three daughters. His hobbies involve anything outdoors, including boating and fishing, and of course, whatever his girls are doing.

Education

Economics BA, Arizona State University

Certificate in Financial Planning Florida State University

Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Accredited Portfolio Manager Advisor℠ (APMA®)
  • Accredited Wealth Management Advisor℠ (AWMA®)
  • Accredited Asset Management Specialist℠ (AAMS®)
  • Chartered Mutual Fund Counselor℠ (CMFC®)