David M. Robinson
Senior Partner and Financial Advisor
Certified Financial Planner; ChFC, CLU
Offices: Richmond; Wilmington; Pinehurst; Charlotte
Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; Executive Compensation; Business Valuation
Dave has been a financial planner for over 30 years. He specializes in helping clients manage their money and resources in such a way that improves their and their families lives. This is done by aligning the client's resources with their values and desired lifestyle. Dave is a holder of the Certified Financial Planner and Chartered Financial Consultant designations and a graduate of Northwood University. Dave has been married for more than 30 years and has a son that is also a financial planner. He is a veteran of the U.S. Army where he spent time overseas in Okinawa, Japan and South Korea as a Morse code interceptor and Korean linguist.