Robin Dziuba, Cfp®, Cima®, Crpc™ Email & Phone Number

Our team helps people achieve their life & financial goals by creating and implementing a plan together. Each of our clients has a written wealth management strategy customized for their financial needs. We typically work with a select group of individuals who are business owners, corporate executives and women in transition.We believe in providing leadership and a team approach to help clients make the best decisions about their financial lives. Through a series of assessments we are able to discern what is important to our clients. We bring value by employing proactive communication at least four times each year and conduct an annual financial physical to update on the progress toward goals and other aspirations. We strive to assure everyone that works with us feel as though they are our only client. In my spare time, I enjoy yoga, knitting, golf and playing the Native American flute.  My husband and I currently have two German Shepard dogs Shiloh and Shaqkhor. I enjoy a new found hobby, genealogy, and have made some new exciting discoveries!

Listed skills include Public Speaking Key Note Speaker, Microsoft Office, and Merrill Lynch Faculty.

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  Senior Relationship Manager, Senior Vice President

  Merrill Lynch Wealth Management

  Nov 1990 - Present

  I am part of a team with over 100 years of combined experience in financial guidance and advice. We focus on understanding your personal goals - where you want to go in life and what you want to achieve - through a collaborative process.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.