Jeffrey Robinson, CEP, CRPC®, CFP®

Jeff serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than two decades of experience in the financial services industry, Jeff has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he served as a Vice President at one of the largest financial services companies on Wall Street within their executive equity compensation organization.

Jeff earned a Bachelor of Science degree from Minnesota State University Moorhead. He also holds the Certified Equity Professional certification, as awarded by the Certified Equity Professional Institute (CEPI) at Santa Clara University; is a Chartered Retirement Planning Counselor™ professional, as designated by the College for Financial Planning; and is a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Jeff, an Atlanta Braves fan, lives near Truist Park in Atlanta, Georgia. In his free time, you can often find him at or near the ballpark, either with his twins, Nolan and Norah, or walking his cavapoo, Baxter. Jeff has been an avid runner for more than two decades and is always looking forward to the next race.