Jody Robinson is a CERTIFIED FINANCIAL PLANNER™️ professional and wealth manager living in the Chicago suburbs and serving clients nationwide. She is happy to meet you in person at her office in Oak Lawn, your home or business, or by virtual video conference.
She is happy to meet you in person at her office in Oak Lawn, your home or business, or by virtual video conference. Working for several years as an entrepreneur and successful female financial advisor, Jody realized that clients need flexibility, too. She’s structured her practice to meet your needs, and her business now extends throughout the Chicago suburbs, from Orland Park to Elmhurst, Plainfield to Chicago, and nationwide.
Her clients are her people – her tribe – and Jody safeguards those relationships as carefully as she works to protect her clients’ hard-earned money.
Over the years, Jody has walked through both celebrations and hardships with clients. She remains committed to being accessible, available, authentic, and honest. Jody seeks to fully understand your needs, accommodate your schedule, and develop a long, collaborative partnership.
Jody Robinson is the author of a book about how we spend, save, and process money. The book weaves stories, interviews, and practical exercises to encourage you to reflect deeply to understand your relationship with money and how it is present in your life today.
Jody understands the complexity of personal and financial situations and wants to be your advocate. In 2010, after counseling and coaching clients through the Great Recession, Jody decided to pursue her own practice to better help the people she serves. She successfully faced the challenge of transitioning to an independent practice in 2015 while working as a divorced parent. She has since remarried, and her expanded family includes her son, four adult step-children, and a giant but gentle black labrador. In philanthropy, Jody participates in Rotary and other volunteer activities promoting leadership and humanitarian service.
Scott Martin, Chief Investment Officer at Kingsview Wealth Management, contributes to Cavuto: Coast to Coast to discuss the fear and anxiety of current markets, dividend stocks, and buying stocks that […]
October, 3 2022 Will the final quarter be any different than the first three? The close on Friday, putting stocks at a new yearly low, has been death by a […]
Inquirer quotes Paul Nolte, SVP & Sr. Portfolio Manager. Kingsview SVP Paul Nolte discusses the S&P 500 downgrade in earnings. Click here to read the full article.
Paul Nolte, Senior VP at Kingsview Wealth Management, joins Bob Sirott to discuss the market’s slight bounce back and what personal consumption expenditure is. He also talks about inflation reports […]