Our Wealth Management Advisors
Patrick Robinson , CFP®, AAMS®
Patrick Robinson is a seasoned financial professional serving as a Senior Advisor in the Wealth and Retirement division at NFP, an Aon company. In his role, he acts as a fiduciary, delivering strategic wealth management solutions and supporting corporate retirement plan clients.
Patrick began his career as an analyst specializing in equity compensation benefits and steadily advanced to become a Vice President and Senior Financial Consultant at one of the nation’s largest Fortune 500 financial services firms. This progression has equipped him with a comprehensive and well-rounded perspective on the financial services industry.
He holds a Bachelor of Applied Arts in Entrepreneurship from Central Michigan University and a Certificate in Personal Financial Planning from the University of California, Irvine. Patrick is a CERTIFIED FINANCIAL PLANNER®, practitioner and an ACCREDITED ASSET MANAGEMENT SPECIALIST®, serving high-net-worth individuals with tailored financial strategies and investment guidance.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures