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Robin Fulton, AIF®, CDFA

Client Services Specialist
Financial Planning Division

Robin specializes in providing operations support to develop comprehensive plans that address investment, retirement, estate and business strategies as well as life, health and disability insurance programs.

She is also responsible for facilitating client investment activities and working as a liaison with the NCH wealth advisors on client matters.

Robin graduated magna cum laude from New York University. She has maintained a commitment to continuing education in the areas of financial planning, tax laws and advanced strategies earning the Certified Divorce Financial Analyst (CDFA) and Accredited Investment Fiduciary (AIF) designations, as well as the Series 7 and 66 securities registrations.

Member of AICPA
BDO Alliance USA
Member of CalCPA

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