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@greenleaf-financial.com
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3 phones found area 813
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Robin Delaney is listed as Wealth Manager at Concierge Financial Organization, a company with 2 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at greenleaf-financial.com, phone signal with area code 813, and a matched LinkedIn profile for Robin Delaney.
Robin Delaney previously worked as President at Greenleaf Financial Strategies, Inc and Benefits Consultant at Pricewaterhousecoopers. Robin Delaney holds Ms, Accounting from Adelphi University.
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AeroLeads found 1 current-domain work email signal for Robin Delaney. Compare company email patterns before reaching out.
Ruth E. "Robin" Delaney, CFP, CLU, ChFC is a nationally-known Financial Educator, Author, Speaker and Wealth Manager. She has been interviewed in various media, including FOX TV's WTVT. Her passion id helping women on their own, executives and business owners, who are retired or about to retire, experience financial freedom through a unique process that she developed. Robin also has a passion for lifetime learning. After earning a BA in Mathematics and Economics from Regis College, Robin continued her advanced education by obtaining an MBA in Finance from Hofstra University and an MS in Accounting from Adelphi University. Her relentless pursuit of excellence has led her to obtain additional professional designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). Her decades of professional experience, including as a Senior Benefits Consultant at one of the Big Four accounting Firms, PriceWaterhouseCoopers, equipped her as she launched her own retirement planning and wealth management firm, Greenleaf Financial Strategies, Inc.Most recently, Robin moved her practice to align with Concierge Financial Organization, located in Tampa, FL. Here she now has the added support of colleagues who also share in her dreams and aspirations and a support staff to ensure her clients are serviced efficiently and effectively. She continues to put her clients' interests first, dedicating her time and resources to helping retirees and pre-retirees navigate through these challenging times. The eldest of eight children, Robin was born to a Navy physician and his wife. As a Pediatric Cardiologist, Robin’s father dedicated his life, first to healing the children of military personnel, then serving the children of Long Island, NY. As the apple does not fall far from the tree, Robin continues the family tradition of helping and serving people, as she guides her clients through retirement.
Listed skills include Wealth Management, Insurance, Investment Advisory, Ed Slott Elite Advisor, and 1 others.
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4610 N. Central Avenue, Tampa, FL 33603
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. (813) 374-9676
Full Service Wealth Management and Investment Advisory Firm. Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
Worked in the HR Consulting Practice as a Retirement Consulting Specialist for Governmental and Not-for-profit organizations.
Benefits consultant to major hospitals and universities in the Metropolitan New York City area. Worked with retirement plans and provided financial planning advice to select executives.
Assistant Vice President in the Annuity Department, which I helped to create. Left in 1986 to become an NYLIC agent until 1988.
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Robin Delaney works for Concierge Financial Organization.
Robin Delaney is listed as Wealth Manager at Concierge Financial Organization.
AeroLeads has found 1 work email signal at @greenleaf-financial.com for Robin Delaney at Concierge Financial Organization.
AeroLeads has found 3 phone signal(s) with area code 813 for Robin Delaney at Concierge Financial Organization.
Robin Delaney is based in Tampa, Florida, United States while working with Concierge Financial Organization.
Robin Delaney has worked for Concierge Financial Organization, Greenleaf Financial Strategies, Inc, Pricewaterhousecoopers, Gallagher Benefit Services, and New York Life Insurance Company.
Robin Delaney's colleagues at Concierge Financial Organization include Diana Botto.
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Robin Delaney holds Ms, Accounting from Adelphi University.
Robin Delaney is listed with skills including Wealth Management, Insurance, Investment Advisory, Ed Slott Elite Advisor, and Financial Planning.
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