Principal | Pacific Peak Advisors
Robin Robertson, principal of Pacific Peak Advisors, has been in the financial services industry for over 30 years. She specializes in designing plans tailored to the goals, dreams and needs of each individual, business and family with whom she works.
At Pacific Peak Advisors, we meet with each client to determine their objectives and concerns regarding all of their financial issues. We then design and implement creative solutions to business, personal and investment concerns which are customized to each client. We take the time to explore all the options available in this market, completing a “real time” financial plan and analysis to address the feasibility of each idea.
Robin is approved with the State of California to provide Continuing Education on Estate Planning, Business Continuation, Executive Compensation, Pension Planning and Retirement Planning.
Robin is a Past President of the National Association of Insurance and Financial Advisors; Orange County and a sought-after speaker at industry events.
Her passions are golf, skiing, hiking, reading, travel and her family.