Robin Underwood CFP®, CFA, CIPM

Robin Underwood CFP®, CFA, CIPM

Senior Financial Planner

Robin got her feet wet in the investment world with the Market Crash of 1987.  She hasn’t looked back since.   


She is excited to bring her academic training and life experience to work in the fiduciary structure of Worth Advisors.   She is particularly proud to uphold their gold standard of client first, and to carefully examine the unique situation of each client before offering advice.


A North Carolina native, Robin earned her undergraduate degree from UNC in International Studies and Economics.   For her masters, she concentrated on Weatlh Management and has held the CFP®, Chartered Financial Analyst, CFA for decades.  Ever curious, she also holds a Certificate in Investment Performance Measurement, CIPM.   


Robin delights in working with diverse clients no matter where they are on their path to building  financial well-being.    She is committed to helping them grow their wealth in the service of a life well lived.
Outside of the office, she’s likely on the tennis courts, in the woods, or immersed in music or a good book.   


Contact: robin@worthadvisors.com | (704) 731-0121