Mimi Robinson

Financial Planner & Managing Partner

Mimi has been a member of the FMS Family since 1990 and has very extensive knowledge in financial services.    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), Series 7 (General Securities Representative),  as well as Series 65 (Uniform Investment Advisor Law).    Mimi is a registered representative with Kestra Investment Services LLC.

Mimi competently manages the needs of a very diverse investor client base.  Including 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.

Mimi lives in Valencia with her husband and two daughters.

California Insurance License Number 0B73460.

Phone 818.609.7575 ext 243
Fax 818.609.0185