Mimi Robinson

Mimi Robinson

Financial Planner

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),  and recently obtained her 65 (Uniform Investment Advisor Law).    Mimi is a registered representative with Kestra Investment 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.

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