Robin Patin, CFP, CPWA

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Orinda, CA 94563

Robin Patin, CFP, CPWA is a financial planning firm based in Orinda, CA, specializing in comprehensive financial planning services.

With a focus on personalized strategies, they help clients navigate complex financial decisions and plan for their long-term goals.

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Reviews

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4.511 reviews
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Evelyn F.
7/9/2021

I've worked with Robin Patin at Edward Jones for a couple of years on my retirement planning, and I could not be happier. I've been an Edward Jones client for over 10 years now, and Robin is by...

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David K.
4/12/2020

Robin Patin is very tuned into the existing market in light of all the recent economic turmoil and knowledgeable about what investment and retirement options make sense for small business owners...

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Regina W.
2/6/2019

Robin has been great as my financial advisor. I've not been the best with money, and I'll be completely honest about that. It's been comforting to work with her to build out a plan towards...

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Sara R.
10/25/2017

My wife and I met Robin at a social event and then reached out to her after we got married. We were both scared and nervous and didn't know what to expect since this was our first time talking...

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Marcus G.
12/20/2017

Robin and her office manager Kathy are wonderful to work with. Robin is very confident in her processes and tailors them well to suit your needs and plans. She is also patient and thoughtful...

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