J Diane Robinson, CLTC®
Investment Advisor, Registered Representative
I proudly serve as a Registered Representative with Innovation Partners, LLC, and an Investment Advisor with IP Financial Advisory Services, LLC—both distinguished entities in the dynamic field of diversified financial services and consulting. My dedication extends further as a certified professional in long-term care (CLTC®).
My practice revolves around empowering business owners and executives to make informed decisions that shape the trajectory of their enterprises. In today's complex business environment, businesses need robust tools and strategic insights to strengthen their foundations, drive growth, develop a talented workforce, and navigate regulatory challenges effectively.
Equally important to me is guiding individuals and families towards realizing their financial aspirations. I believe financial planning is not exclusive to the wealthy; everyone, regardless of their financial status, deserves expert guidance to achieve their goals—whether saving for retirement, funding education, or reaching other milestones.
Central to my approach is a commitment to understanding each client's unique circumstances and goals. As an independent financial advisor, I prioritize objectivity, avoiding any conflicts of interest that could sway recommendations toward specific investments or products. Collaborating with esteemed partners such as Compliance401K and Plan Confidence, I ensure clients receive comprehensive, customized solutions.
Beyond my role in financial advisory, I am also the founder of Robinson's Computer Services, dedicated to empowering small businesses through automation to enhance efficiency, competitiveness, and profitability.
Community Involvement:
- All Abilities, Inc – Board of Directors
- HR Association of the Alleghenies – Member
- InfraGard National - Member
- International Association of Women – Vice President, Pittsburgh Chapter
- National Association of Tax Professionals - Member
- National Association of Women Sales Professionals
- P.O.W.E.R. Professional Organization of Women of Excellence Recognized
- Robinson's Computer Services - Owner/Founder