Rodney L. Robinson
CERTIFIED FINANCIAL PLANNER™ professional
Rod helps his clients make smart decisions with their money. He takes a comprehensive approach to understanding your needs before making any recommendations.
Only after fully comprehending your vision - financially, do we proceed to implement proven strategies that my other clients have found to be extremely valuable.
Rod is currently a member of the R.I.C.H. Planning Group, LLC. and has been in the financial services industry since 1987. Prior to joining the R.I.C.H. Planning Group & Equitable in 2005, Rod had spent time developing his career with Merrill Lynch and Fidelity Investments.
Rod is a graduate of West Virginia University with a Bachelor's Degree in Business and Economics. His designations and achievements include: Certified Financial Planner™ professional, Certified Estate Planner® and Past President of the Monmouth/Ocean Chapter for the Society of Financial Service Professionals and Past President of the Franklin Township Chamber of Commerce.
Rod has been a resident of Franklin Township, NJ for over 40 years and currently lives there with his wife Maxine and their three children. He is very involved in his church- First Baptist Church of Lincoln Gardens and his community.
CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.