Sheri E. Robinson,  CFP<sup>&reg;</sup> - Financial Advisor

Sheri E. Robinson, CFP®

CPA, AEP®

2059.55 Miles

Linscomb Wealth

2100 Third Ave North, Ste 1100
Birmingham, AL 35203
(205) 868-3331

General

Sheri Robinson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Linscomb Wealth in Birmingham, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)
  • Other - AEP

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Getting Divorced, Insurance, Retirement, Succession Planning, Long-term Care, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources