Robin A. Davey CPA, CFP, CLU, RICP

Robin A. Davey CPA, CFP, CLU, RICP

Wharton Certified Retirement Planning Specialist

Phone: (518) 373-7357
Fax: (518) 373-7373
Mobile Phone: (518) 573-0207
E-mail:
 

Ms. Davey earned a BBA in Accounting from Siena College and a Masters of Science in Accounting (Taxation) from the University of Albany. She has 35 years of financial experience, including corporate finance and accounting. Ms. Davey is a Certified Public Accountant (CPA). She holds the Certified Financial Planner (CFP) professional certification. She earned the Chartered Life Underwriter (CLU) professional designation, the world’s most respected designation of insurance expertise.

Ms. Davey has also earned a certificate in retirement planning from the Wharton School of the University of Pennsylvania for attending the At Retirement Program. She was one of only 50 financial professionals participating in the inaugural session of this elite program who where selected from more than 3,300 AXA Advisors financial professionals nationwide. She is a graduate of the AXA Institute, an advanced asset allocation concept and practice management course led by Harvard University professors. In 2011, she was a recipient of the Real Life Stories client service award and her story was featured in Parents and O magazines.

Ms. Davey focuses on helping business owners and individuals achieve their financial goals. She provides expert advice on a broad range of financial topics including: life and health insurance, insurance law, income taxation, investments, pension planning, retirement planning, financial planning, college planning, estate planning, business planning strategies, and group benefits.

Active in the community and professional organizations, Ms. Davey is a member of Southern Saratoga Chamber of Commerce, a mentor for the Freihofers Training Challenge, a volunteer at the Schenectady City Mission, and a recent graduate of the 2014 Saratoga County Executive Institute.

Ms. Davey resides in Clifton Park, NY with her husband, John.


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