Jody Robinson, Cfp®
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Jody Robinson, Cfp® Email & Phone Number

Author | Partner at Kingsview Partners Wealth Management at Kingsview Partners
Location: Greater Chicago Area, United States 7 work roles 4 schools
1 work email found @kingsview.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@kingsview.com
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Current company
Kingsview Partners
Role
Author | Partner at Kingsview Partners Wealth Management
Location
Greater Chicago Area, United States
Company size
70 employees

Who is Jody Robinson, Cfp®? Overview

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Quick answer

Jody Robinson, Cfp® is listed as Author | Partner at Kingsview Partners Wealth Management at Kingsview Partners, a with 70 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at kingsview.com and a matched LinkedIn profile for Jody Robinson, Cfp®.

Jody Robinson, Cfp® previously worked as Book Author, Money Messages at Robinson Publications and Partner at Kingsview Partners. Jody Robinson, Cfp® holds Certified Financial Planner™ Education Program from Bryant University.

Company email context

Email format at Kingsview Partners

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*@kingsview.com
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AeroLeads found 1 current-domain work email signal for Jody Robinson, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jody Robinson, Cfp®

Wealth Management | Financial PlanningJody Robinson is a CERTIFIED FINANCIAL PLANNER™ professional and wealth manager offering personal appointments at your home, her office, or by video conference. Working nationwide to serve people with wealth management and financial planning. Partner at Kingsview Wealth Management.

Current workplace

Jody Robinson, Cfp®'s current company

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Kingsview Partners
Kingsview Partners
Author | Partner at Kingsview Partners Wealth Management
grants pass, oregon, united states
Website
kingsviewam.com
Employees
70
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7 roles

Jody Robinson, Cfp® work experience

A career timeline built from the work history available for this profile.

Book Author, Money Messages

Current
Robinson Publications

Greater Chicago Area

Jan 2020 - Present

Partner

Current
Kingsview Partners

Greater Chicago Area

Wealth Management and Financial Planning

Jul 2019 - Present

Financial Advisor

Edward Jones

Willowbrook, Illinois, United States

Apr 2010 - Oct 2015

Licensed Client Service Associate

Morgan Stanley

Oak Brook, Il

Investment services and sales support. Series 7 and 66.

Nov 2007 - Mar 2010

Branch Office Administrator & On-Call Boa

Edward Jones

Romeoville, Il

Investment services and sales support.

Jan 2003 - Oct 2007

Business Analyst (Quickbooks Operations/Quicken.Com Marketing)

Intuit

Mountain View, Ca

Worked in Service Planning and Analysis Group for Quickbooks Payroll Services, traveling among Tucson, AZ, Reno, NV, and San Diego, CA. Also worked in Quicken.com Marketing.

Aug 1999 - Feb 2001
Team & coworkers

Colleagues at Kingsview Partners

Other employees you can reach at kingsviewam.com. View company contacts for 70 employees →

LU Lisa Urbon Lisa Urbon Colleague at Kingsview PartnersMyrtle Beach, South Carolina, United States View → JE Janet Esposito Janet Esposito Colleague at Kingsview PartnersHammonton, New Jersey, United States View → JV Jon Vanslooten Jon Vanslooten Colleague at Kingsview PartnersToledo, Ohio, United States View → AY Alan Yakuboff Alan Yakuboff Colleague at Kingsview PartnersWoodbury, New York, United States View → JS Jessica Staley Jessica Staley Colleague at Kingsview PartnersCrete, Illinois, United States View → CH Cami Higgison Cami Higgison Colleague at Kingsview PartnersRogue River, Oregon, United States View → AG Amy Greiner Amy Greiner Colleague at Kingsview PartnersAtlanta Metropolitan Area, United States View → DD Daniel Dixon, Cpfa® Daniel Dixon, Cpfa® Colleague at Kingsview PartnersRedding-Red Bluff Area, United States View → SO Sally Oradei Sally Oradei Colleague at Kingsview PartnersGreater Minneapolis-St. Paul Area, United States View → MH Misty House Misty House Colleague at Kingsview PartnersRogue River, Oregon, United States View →
4 education records

Jody Robinson, Cfp® education

Certified Financial Planner™ Education Program

Bryant University

CERTIFIED FINANCIAL PLANNER™ 2022 I highly recommend The Boston Institute of Finance for their practical application in teaching..

Certification In Project And Program Management, Program Is In Partnership With The Project Management Institute (Pmi)

University Of California, Santa Cruz

I was fortunate enough to have been in the program when two instructors were on staff who helped plan and construct the space station.

Bachelors, English And French Education

North Dakota State University

I also spent a year studying at The Institute for American Universities and L'Université d'Avignon as part of my college experience.

FAQ

Frequently asked questions about Jody Robinson, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jody Robinson, Cfp® work for?

Jody Robinson, Cfp® works for Kingsview Partners.

What is Jody Robinson, Cfp®'s role at Kingsview Partners?

Jody Robinson, Cfp® is listed as Author | Partner at Kingsview Partners Wealth Management at Kingsview Partners.

What is Jody Robinson, Cfp®'s email address?

AeroLeads has found 1 work email signal at @kingsview.com for Jody Robinson, Cfp® at Kingsview Partners.

Where is Jody Robinson, Cfp® based?

Jody Robinson, Cfp® is based in Greater Chicago Area, United States while working with Kingsview Partners.

What companies has Jody Robinson, Cfp® worked for?

Jody Robinson, Cfp® has worked for Robinson Publications, Kingsview Partners, Kingsview Asset Management, Edward Jones, and Morgan Stanley.

Who are Jody Robinson, Cfp®'s colleagues at Kingsview Partners?

Jody Robinson, Cfp®'s colleagues at Kingsview Partners include Lisa Urbon, Janet Esposito, Jon Vanslooten, Alan Yakuboff, and Jessica Staley.

How can I contact Jody Robinson, Cfp®?

You can use AeroLeads to view verified contact signals for Jody Robinson, Cfp® at Kingsview Partners, including work email, phone, and LinkedIn data when available.

What schools did Jody Robinson, Cfp® attend?

Jody Robinson, Cfp® holds Certified Financial Planner™ Education Program from Bryant University.

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