Anna G. Robinson
Anna is a Financial Advisor at Foundations Financial Partners, LLC. She provides comprehensive financial planning services, including insurance and investment solutions, to individuals, families, and businesses in her community. She holds FINRA Series 7 and 66 registrations and is a licensed life, accident, and health insurance professional.
Anna received her Bachelor of Science in Business Administration from The University of Pittsburgh where she served as an active ambassador for The Pitt Business International Program’s Office and spent time working abroad in Bolivia, France, and Ireland.
Prior to joining Foundations, Anna worked on the management team of a small business in Bucks County, overseeing daily operations across five retail locations and bringing new business projects to life through strategic planning, resourceful solutions, and relentless attention-to-detail while providing support and guidance to her team. In many ways, she relates this role to her profession as a Financial Advisor by bringing that same deliberate and thoughtful approach to client-centric financial planning.
“A holistic, relationship-based approach to wealth management comes from a clear understanding of your values, your relationships, and your financial goals. A comprehensive plan that is derived from these pillars brings context to all other decisions we make around our financial livelihood - for individuals, families, and businesses alike. I address all of my client relationships through this lens in order to provide purposeful solutions that are aligned with what matters most.”
Anna currently resides in Easton, PA and enjoys traveling, trying new restaurants, and spending time with her family and friends.
“When we strive to become better than we are, everything around us becomes better, too.” – Paul Coelho
Anna is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Foundations Financial Partners is independently owned and operated.