Mimi Robinson

Mimi Robinson

Registered New Business and Service Assistant for Leonard Roth

Mimi has been a member of the FMS Family since 1990 and has very extensive knowledge in financial services.  Mimi assists Leonard Roth in every nuance of his practice.   She is licensed in life and disability insurance and has a Series 6 (Investment Company Products/Variable Contracts Limited Representative),  Series 63 (Uniform Securities Agent State Law Examination) and recently obtained her Series 7 (General Securities Representative).  Mimi is a registered field assistant with NFP Advisor Services, LLC.

Mimi is equipped to handle all phases of client presentations and planning.  She very competently manages and services all aspects of investment and insurance planning and advisory services, from the preparation of applicable material including securities review and comparisons. She also closely assists in all planning issues for client proposals. This includes securities, insurance, financial, estate planning and all retirement plans; 401k’s, SEP’s, Profit Sharing, and Defined Benefit plans. Mimi earned a Bachelor of Arts in Social Ecology from University of California Irvine.

California Insurance License Number 0B73460.

Phone 818.609.7575 ext 243
Fax 818.609.0185