Martha N. Robinson, CFP®

Martha N. Robinson, CFP®

Financial Advisor

Martha has been working with individuals and business owners as a Financial Advisor since 2000, and with SilverOak Financial Group since 2011.  Prior to that, she was a Vice President and Marketing Manager with Chase Bank of Texas, in the Retirement and Investment Management Services Group.  Martha earned an MBA in International Business from Thunderbird School of Global Management, and a BA degree in Modern Languages from Clemson University.

Area of Expertise:
Martha is a CERTIFIED FINANCIAL PLANNER™ professional, and is licensed to sell securities, insurance, and to provide investment advisory services. She focuses on:

- Comprehensive Financial and Retirement Planning
- Traditional and Alternative Investments
- Estate Planning
- Protecting Assets with Life and Long-Term Care Insurance

Martha takes a personal, needs-based and problem-solving approach. She begins with a picture of each client's current situation, works to understand and prioritize the financial issues and goals, and together develops strategies to meet those goals and to remain on track.

She sources best ideas, products, and solutions for each of her client's specific situations. She is committed to helping her clients meet their goals with cost-effective results. By planning ahead, her clients can be more confident in their future lifestyles, and more secure in protecting what is most important.

Certifications & Licenses Held:
- Series 7, Series 66, Group One Insurance License
- CERTIFIED FINANCIAL PLANNER™

Civic Involvement:
- Financial Planning Association of Houston
- Houston-West Chamber of Commerce 
- Exhibitor at CarePartners' Conferences
- Memorial Drive Presbyterian Church Choir
- Mentor-Spring Branch Impact Program

Interests:
- Family life, church, cooking, reading, travel, sports, politics