Anna G. Robinson, CFP®
Anna is a Financial Advisor at Foundations Financial Partners, LLC, where she provides comprehensive wealth management services including financial planning, investment advisory, and insurance design to individuals, families, and executives seeking clarity and confidence in their financial lives. She is a CERTIFIED FINANCIAL PLANNER® professional, holds FINRA Series 7 and 66 registrations, and is licensed in life, accident, and health insurance.
Anna works closely with corporate executives, directors, and high-net-worth individuals and families, helping them navigate complex financial decisions with intention and structure. By bringing organization and clarity to an often sophisticated financial landscape, she enables clients to focus their time and energy on what matters most.
Her approach is grounded in holistic financial planning, ensuring investment strategies and insurance solutions are thoughtfully aligned with each client’s broader goals, values, and long-term vision. Anna is known for her ability to translate complexity into clear, actionable guidance and to serve as a steady, trusted partner through life’s transitions and milestones.
Driven by a deep commitment to understanding what truly matters to her clients, Anna focuses on building enduring relationships rooted in trust, transparency, and purposeful planning.
Anna earned her Bachelor of Science in Business Administration from the University of Pittsburgh, with a minor in French. While at Pitt, she served as an ambassador for the Pitt Business International Program and gained international experience working abroad in Bolivia, France, and Ireland.
Originally from Bucks County, Anna now resides in Coopersburg, Pennsylvania with her husband, Tyler. Outside of work, she leads an active lifestyle and has a strong appreciation for health and fitness. She enjoys great espresso, traveling, exploring new restaurants, and spending meaningful time with family and friends. A recent enthusiast of skiing, Anna enjoys the challenge of learning a new sport in adulthood and brings that same sense of curiosity and commitment into all aspects of her life.
“When we strive to become better than we are, everything around us becomes better, too.” – Paul Coelho
