J Diane Robinson, RIPC® CLTC®
Investment Advisor
I'm Diane Robinson, RICP®, CLTC®, an Investment Advisor with IP Financial Advisory Services, LLC — a diversified firm dedicated to helping individuals, families, and business owners take control of their financial future.
With specialized certification in RICP® (Retirement Income Certified Professional) and CLTC® (Certified in Long-term Care), and a deep understanding of the challenges today's professionals and families face, I focus on providing clear, personalized strategies that align with your values and goals — not just your balance sheet.
- Objective Advice: My recommendations are based solely on your goals and needs, not commissions or product incentives.
- Transparency: I believe in clear, open communication so you always understand the "why" behind every strategy.
- Trust and Accountability: As a fiduciary, I'm legally and ethically bound to act in your best interest, helping you make confident, well-informed financial decisions.
Your trust is the foundation of our relationship—and I take that responsibility seriously.
As an independent advisor, I don't push products — I provide objective guidance tailored to your unique circumstances. I also partner with trusted providers to offer value-added services many advisors overlook.
For Business Owners and Executives
Running a business comes with high-stakes decisions. I work alongside business leaders to implement practical strategies for protecting and growing their companies, attracting and retaining great talent, and staying compliant in an ever-changing regulatory environment. Whether you're planning for growth, expanding benefits, or securing key personnel, I can help you build a stronger financial foundation.
For Individuals and Families
Financial planning isn't just for the ultra-wealthy. I come from a blue-collar background, so I understand the importance of making every dollar work. Whether you're saving for retirement, planning for college, or preparing for life's unexpected turns, you deserve a plan that's as real and grounded as you are.
Community Involvement:
Board Member & Secretary, All Abilities, Inc.
Vice President, International Association of Women (Pittsburgh Chapter)
Member:
HR Association of the Alleghenies
InfraGard National
National Association of Tax Professionals
National Association of Women Sales Professionals
P.O.W.E.R.
Robinson's Computer Services, Owner
Contact:
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