My Story
Hello, my name is Robin. Wealth building is my profession AND my passion. It’s part of who I am today, but I didn’t start off this way.
I'm the daughter of a truck driver and a school teacher, raised with all the classic middle class values - work hard and save your money. None of that ever taught me how to make my money work for me.
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​And oh goodness, did I make some financial mistakes! Student loans, 401K early withdrawals, credit card debt, not saving for retirement. You name it, I’ve done it. Twice.
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When I started my career as a Financial Advisor, I approached my clients and my work with empathy and understanding. I know what it's like to be at different stages of the financial journey.
I’ve got letters behind my name including CFP® (Certified Financial Planner™) and CPWA® (Certified Private Wealth Advisor®) and fancy numbers (Series 66, 7 etc). More than fancy letters and numbers, I am a human being who has worked my share of jobs from the spectacular to the absolutely awful. I have a healthy respect for what people put in everyday to earn their wealth.
I'm also passionate about sharing my knowledge and experience through public speaking, writing and teaching. I love engaging with people and helping them grow financially.
I was born in New Orleans. When I dream of home, I dream of New Orleans. I started my career in Financial Advising with Edward Jones in 2016.
​I earned my first clients from knocking doors. Yes, knocking on their front door. I’m not afraid to speak to people and put myself out there.
I have found my forever career in Wealth Management. My career bliss blends my knowledge of money, skills, and love of helping people grow.
I can't wait to hear from you!
The best way for us to connect is to fill out this info or email directly at robin@robinpatin.com. You’ll get a reply within 48 hours. I am looking forward to connecting!