(713) 830-6315

CONNECT

Address:

10260 Westheimer Rd., Suite 210
Houston, TX 77042

Phone:

(713) 830-6315

Martha N. Robinson

Martha N. Robinson

Financial Advisor / CFP®

Martha N. Robinson, CFP®
Financial Advisor

Initial Year in Industry 
2000

Areas of Specialty 
Comprehensive financial planning, wealth management, insurance, and alternative investment strategies.

Licenses Held 
Series 7, Series 66, Group 1 insurance license

Designations
CERTIFIED FINANCIAL PLANNER™

Civic Involvement
Includes serving as a Mentor for the Spring Branch Impact program, fundraising for Pink Ribbons Project and Komen Race for the Cure, and membership in the World Affairs Council of Houston, the Chi Omega Alumnae Association, and Memorial Drive Presbyterian Church.

Interests
Cooking, politics, travel, jazzercise, golf, family life 

Background Summary 
Martha provides her clients with customized strategies for financial planning. She takes a personal approach by maintaining an ongoing dialogue with each client. She knows that the inevitable changes in life, business, and government legislation will affect personal and business planning strategies. She meets with her clients regularly to review their situation, to prioritize needs, and to take real, actionable steps to implement strategies designed to help them achieve financial success.

Martha has an MBA from the Thunderbird School of Global Management, and a BA degree in Modern Languages from Clemson University.  Professional experience includes financial planning at AXA Advisors, and Vice President, Marketing Manager, Global Asset Management and Mutual Funds Group, with Chase Bank of Texas in Houston, TX. She has been a resident Houstonian for 30 years and has three grown children.

Phone 713-830-6330
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck