Lisa Deneen Robinson,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa Deneen Robinson, CFP®

CLTC

Founder and CEO

Robinson Nelson

9401 Courthouse Rd, Ste 201
Chesterfield, VA 23832-6685
FINANCIAL ADVISOR'S WEBSITE
(804) 424-3379 CONNECT WITH Lisa
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General

Lisa Robinson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Robinson Nelson in Chesterfield, VA and the surrounding communities.

Financial Advisor Overview

I’m a Registered Nurse and CERTIFIED FINANCIAL PLANNER® with over two decades of leadership experience in both clinical care and healthcare strategy. My journey has taken me from the bedside to the boardroom and now into the world of financial empowerment. As the founder of Robinson Nelson Financial Planning and Wealth Management as well as the face behind Money Nurse®, I specialize in helping medical professionals take control of their financial futures. I understand firsthand the demands of healthcare and the financial blind spots that often come with it. That’s why I’ve made it my mission to bridge the gap between clinical excellence and financial wellness. Whether I’m advising clients on wealth-building strategies, leading payer organization initiatives, or raising awareness through my church’s Medical Ministry, I bring compassion, clarity, and a commitment to ethical guidance. Let’s connect if you’re a healthcare professional ready to build wealth with purpose or a leader seeking innovative solutions at the intersection of health and finance.

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Financial Advisor Experience

2 decades in the financial services industry with 4 years as a CERTIFIED FINANCIAL PLANNER®

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: AL,CA,CO,DE,DC,FL,GA,MD,MA,MI,NY,NC,OH,PA,SC,TX,VA
  • Fixed annuities: AL,CA,CO,DE,DC,FL,GA,MD,MA,MI,NC,OH,PA,SC,TX,VA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Investment Management, Employee Benefits, Insurance, Real Estate, Job Loss, Life Planning, Retirement, Long-term Care, Sudden Wealth, Medical & Health Issues, Women's Finances

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Helpful Financial Planning Resources