Ruth E. “Robin” Delaney, CFP, CLU, ChFC, ADPA is a nationally-known Financial Educator, Author, Speaker, and Wealth Manager. She has been interviewed in various media, including on FOX TV’s WTVT. Her passion is helping women on their own, successful families and business owners, who are retired or about to retire experience true financial freedom through a unique process that she developed.
Robin also has a passion for lifetime learning. After earning a BA in Mathematics and Economics from Regis College, Robin continued her advanced education by obtaining an MBA in Finance from Hofstra University and an MS in Accounting from Adelphi University. Her relentless pursuit of excellence has led her to obtain additional professional designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Accredited Domestic Partnership Advisor (ADPA).
Her decades of professional experience, including as a Senior Benefits Consultant at one of the Big Four accounting firms, PriceWaterhouseCoopers, equipped her as she launched her own retirement planning and wealth management firm, Greenleaf Financial Strategies, Inc. In 2016 Robin merged her practice with Concierge Financial Organization.
With previous experience as a Founder and CEO of an independent retirement planning firm, Robin is able to put her clients’ interests first, without pressure to promote products from a particular financial firm.
The eldest of eight children, Robin was born to a Navy physician and his wife. As a Pediatric Cardiologist, Robin’s father dedicated his life, first to helping to heal the children of military personnel, then serving the children of Long Island, NY.
As the apple does not fall far from the tree, Robin continues the family tradition of helping and serving people, as she guides her clients through retirement.
A strong believer in community involvement, Robin has been a board member of A Brighter Community, a not-for-profit pre-school and daycare center for at-risk children in the Tampa Bay area since 1998. Robin has served as the past President and Treasurer of the Board.
When she is not working, Robin loves walking her dog, Mickey, playing golf and taking pictures.