Broker Check
Mimi Robinson

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.