Coronavirus Update: We are well equipped to address your financial/investment/retirement planning with proper precautions in our office or remotely through telephone and video conferencing. Unvaccinated individuals are required to wear masks, and, per CDC guidelines, masks are also highly advised for those who are vaccinated. Please call us at 305-931-3200 for further details about our services during COVID-19.
Director of Pension Operations
Director of Pension
With over 30 years of experience, Robin Newman is regarded throughout the South Florida community as highly knowledgeable in the qualified retirement planning field. Robin’s extensive experience with all aspects of 401(k)/pension plans, combined with her problem-solving skills and her emphasis on the highest level of personalized client support, make her an invaluable member of our team. Her many years of involvement in corporate retirement planning and her grasp of the complex laws governing them have made her a primary resource for an ever-expanding number of local CPAs and Attorneys regarding clients’ retirement plan issues.
Robin has served on the Executive Board of Directors of the American Society of Pension Professionals & Actuaries (ASPPA) and Benefits Council of South Florida.