Robyn Gerke, CFP®
Senior Wealth Advisor
Scottsdale, AZ
Robyn Gerke, CFP® is a Senior Wealth Advisor in the Scottsdale, Arizona office at Beacon Pointe Advisors. She is passionate about servicing Beacon Pointe’s private clients well beyond portfolio management. She assists clients in identifying clear financial goals with a holistic wealth management approach that incorporates an appropriate investment strategy while taking into consideration income tax impact and risk management needs. Prior to joining Beacon Pointe in 2016, Robyn worked for 14 years at Stoker Ostler Wealth Advisors. Robyn is a CERTIFIED FINANCIAL PLANNER® and received a BA degree in Finance and a Certificate of International Business from the University of Northern Iowa. She also received a Master of Science degree in Personal Financial Planning from the College for Financial Planning. A dedicated advocate for women, Robyn is active in Beacon Pointe’s Women’s Advisory Institute and has been providing financial literacy for women at Fresh Start Women’s Foundation for over a decade. Robyn is a past president of the Financial Planning Association of Greater Phoenix and is currently a board member of the East Valley Estate Planning Council. In her free time, Robyn enjoys traveling, hiking, yoga and learning pickleball.
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