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A Partner You Can Depend On

meet robin

Robin L. Kuleck

Certified Financial Planner

 Building on fifteen year's experience providing non-biased financial workshops as a Penn State Extension Educator, I am pleased to continue to share my passion of helping individuals and families set and achieve their financial goals. I am a member of the Garrett Planning Network, a nationwide group of like-minded professionals. As an hourly, fee-only financial planner, my role is to help you analyze your current situation including any financial challenges you are facing, and collaborate with you to develop a plan to guide you toward your goal.

I started my hourly fee-only planning practice because I believe that average Americans like yourself have a critical need for competent affordable professional planning guidance that focuses on your unique circumstances.

I invite you to explore my website to further familiarize yourself with our collaborative financial planning process. I look forward to discussing with you how I can put my education, experience and expertise to work for you as we begin the planning process by evaluating your current situation and consider strategies to guide you toward achieving your goals.

To enhance my financial advisory practice, I joined the Garrett Planning Network, an international affiliation of over 300 like-minded professional financial planners who share a common goal: To provide independent, objective financial planning and advice to all people, regardless of their net worth or income level.

 Many financial advisors accept clients only if they meet certain income and net worth requirements. I and my fellow Garrett Network members believe, however, that independent, objective financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Embracing this philosophy, I am proud to offer the same quality, professional advice to all clients, not just the affluent.

I met the Certified Financial Planning Board’s rigorous standards and earned the right to use the CFP® certification marks in my practice. In 2003 I completed my studies with the College for Financial Planning and in 2004 successfully passed the rigorous, comprehensive 10-hour, 2-day Certified Financial Planner exam. Upon completing the 3-year work-requirement and ongoing continuing education requirements, I am a Certified Financial Planner™ in good standing with the Certified Financial Planner Board of Standards, Inc. I am also a member of the Pittsburgh Chapter of the Financial Planning Association (FPA).

  My passion is to help others improve their financial capability, regardless of income, net worth or education level.  As the mother of two adults, and now as a grandmother of four, I have both personal and professional experience in establishing and following household budgets, managing personal investments and college and retirement planning. I am eager to share my experience and expertise to help others navigate through complex and confusing financial decisions. Money issues are touted as the number one cause of marital arguments. Credit issues, debt management, and competing financial goals cause personal and familial stress. Middle-income earners do not know who to turn to or have access to professionals for answers to their financial questions. I help you identify current strengths and weaknesses and together we develop strategies to achieve your financial goals.

 While I enjoy spending time with my family breeding and raising huacaya alpacas at the Little Red Barn Farm, my professional goal is to build long-term relationships with clients utilizing my education, experience and expertise to provide financial advice you can trust. I invite you to schedule a complimentary, no-obligation Get Acquainted meeting to discuss your financial goals and objectives.

Reach out to me today and let’s get acquainted! I look forward to hearing from you.