We are excited to welcome a new member to the Robin Glen Team! Sophia Povedano has joined us as an Associate. Sophia comes from a diverse professional background, having worked in just about every department in a variety of industries, and is excited to continue that pattern at Robin Glen. Primarily assisting in operations and administrative matters, Sophia is a jack-of-all-trades, willing to help out in any situation. Along with Sophia's varied experience comes a wide breadth of knowledge, a willingness to try anything, and a deep love of learning. To learn more about Sophia, click the link below. https://lnkd.in/e2SCpcSz #planningredefined
About us
Robin Glen is redefining how planning is done. We develop creative ways to solve complex tax and planning issues for entrepreneurial clients, creative risk takers and HNW families, with tailored structuring and life insurance. Our clients are entrepreneurs who successfully disrupt the status quo. One-size-fits-all solutions won't cut it. We are thought leaders who identify the newest ways to deliver results to these clients and their advisors. Not only do we have the experience, knowledge, and network to service our clients, we take the time to truly understand them, their needs, their objectives, and their desired outcomes. That is a powerful combination that delivers results. Our team of experts comes from every part of the financial planning industry and prove the old axiom that the whole is greater than the sum of its parts. We have deep knowledge of insurance, finance, estate and business planning and taxation and bring that expertise to create holistic plans and bespoke solutions for our clients.
- Website
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www.robinglen.com
External link for Robin Glen
- Industry
- Financial Services
- Company size
- 2-10 employees
- Type
- Privately Held
- Founded
- 2023
Employees at Robin Glen
Updates
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You've worked hard and built a successful business. If something should happen to you, what happens to your family? Can you really rely on a handshake deal with your partner? At the link below, we share the story of Rebecca, a successful tech entrepreneur who faced just this situation - and whom we helped to find a solution. If you or your client are looking to implement a buy-sell agreement with a proper funding mechanism, call us. We can help structure a solution that provides peace of mind. https://lnkd.in/ey96wGtU
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When we see a successful person, we are really only seeing 5% of their journey. In this clip from our latest episode of Planning Reimagined, we examine the myth of the "overnight success." To watch/listen to the entire episode, go to your preferred podcast platform or click the link below. https://lnkd.in/eNG8FxGr #overnightsuccess #goalsetting #overcomingfailure #planningforsuccess
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Failure is not who we are. In this clip from our latest episode of Planning Reimagined, our guest, Dan Lappin, provides a powerful reminder that although we may fail in a particular situation, that does not define who we are. To watch the episode in it's entirety, click the link below. Or find the episode on your preferred podcast platform. https://lnkd.in/eNG8FxGr #goalsetting #overcomingfailure
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Ever wonder how our Celeste Moya came to the world of life insurance and planning? In this interview with Judy Hoberman, Celeste shares the story of how she found her way to the industry, as well as talking about women in leadership roles and her goals for the coming year. Click the link below to read the fascinating interview in full. https://lnkd.in/eRys2-T9
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We just started a new year and many folks probably set some goals for 2025. Well, we've got just the thing to help make sure you are successful in those pursuits. In our latest episode of Planning Reimagined, Celeste Moya welcomes Dan Lappin, Founder of Lappin180, to discuss a whole new way to approach goal setting through building a resilient mindset. Through personal anecdotes, professional insights, and practical strategies, they unravel the often misunderstood concept of detachment from outcomes, emphasizing a focus on processes rather than end goals. Dan discusses how embracing discomfort and failure can be pivotal for growth. Celeste talks about how her father's advice to be "comfortable being uncomfortable" has shaped her career and personal life. You can watch the episode in full at the link below or listen on your preferred podcast platform. 🚨 But wait! There's more! Dan has graciously offered one of our followers a free 30-Minute session on "How to get or stay on track!" Here’s how to qualify: 1️⃣ Watch the podcast on YouTube (link below). 2️⃣ Like the video. 3️⃣ Subscribe to our channel. 4️⃣ Come back here and comment on this post with “Done!” 📅 Deadline: Friday January 17th We will enter all applicable entrants into a raffle and pick one lucky winner for the session. We will DM the winner on LinkedIn with more details. https://lnkd.in/eNG8FxGr #goalsetting #planningforsuccess #mindset
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How do you talk to your kids about wealth without mentioning money? In this clip from our latest episode of Planning Reimagined, our guest, Jeff Savlov, explains that it is all about the power of storytelling. See what he means in the clip below. #storytelling #legacyplanning
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Struggling with how to speak to your kids about wealth? We got you covered! In our latest episode of Planning Reimagined, Celeste Moya and Kristopher Stegall welcome Jeff Savlov, a family business and wealth consultant, to discuss the intricate dynamics of family values, communication, and wealth management. Jeff introduces an exercise for families to identify their core values and highlights the importance of creating a family mission statement. He also shares his purposeful legacy family project designed to engage young children in meaningful discussions about values and needs. Through compelling anecdotes and practical advice, they discuss the challenges families face in maintaining open communication, particularly about financial matters, and offer tools to foster healthier dynamics. You can watch the entire episode at the link below, or listen on your preferred podcast platform. https://lnkd.in/eVtxXCNn #familylegacy #familywealth #familycommunication
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