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Robin Delaney

Wealth Manager at Concierge Financial Organization

Intro Book

Seasoned wealth management professional with 24 years of experience in investment advisory, financial planning, and insurance.

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Location

Tampa, Florida, United States, US

Skills

Wealth Management
Insurance
Investment Advisory
Ed Slott Elite Advisor
Financial Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$120.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Robin Delaney has 24 years of experience in the financial industry, which is a significant amount. Her expertise in wealth management, investment advisory, and financial planning is in demand. She has also held leadership positions at prominent companies, which adds to her value. Location is Tampa, FL, which is not a hub for finance, so rates might be lower. However, her certifications and experience are highly regarded. Let’s check benchmarks. According to the Bureau of Labor Statistics, the median annual salary for financial managers is around $142,000. However, this is a broad category, and wealth management professionals tend to earn higher rates. A survey by the Financial Planning Association found that the average hourly rate for financial planners is around $100-$150 per hour. Considering Robin’s experience, certifications, and leadership positions, I’ll estimate her hourly rate to be around $120.

Bio

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Topline AI

Robin Delaney is a seasoned wealth management professional with 24 years of experience in the financial industry, offering expertise in investment advisory, financial planning, and insurance. She has held leadership positions at prominent companies, including Concierge Financial Organization and PricewaterhouseCoopers. With a strong educational background in accounting, finance, and mathematics/economics, Robin has earned multiple certifications, including ADPA, CFP, CLU, ChFC, and FLMI.

Credentials

ADPA

College for Financial Planning

Jan, 2015
- Jun, 2026
CFP

College for Financial Planning

Jun, 2006
- Jun, 2026
CLU, ChFC

The American College of Financial Services

Jan, 1986
- Jun, 2026
FLMI

LIMRA

Jan, 1977
- Jun, 2026

Experience

Concierge Financial Organization

United States

Financial Services

1 - 100 Employee
- Wealth Manager
  
  Nov 2016 - Present
  
  Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. (813) 374-9676
- President
  
  Jun 2000 - Nov 2016
  
  Full Service Wealth Management and Investment Advisory Firm. Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
PricewaterhouseCoopers
- Benefits Consultant
  - Apr 1996 - Jun 2000
  Worked in the HR Consulting Practice as a Retirement Consulting Specialist for Governmental and Not-for-profit organizations.
Gallagher Benefit Services
- Senior Consultant
  - Oct 1988 - Mar 1996
  Benefits consultant to major hospitals and universities in the Metropolitan New York City area. Worked with retirement plans and provided financial planning advice to select executives.
New York Life Insurance Company
- Assistant Vice President
  - Sep 1970 - Oct 1988
  Assistant Vice President in the Annuity Department, which I helped to create. Left in 1986 to become an NYLIC agent until 1988.

Education

1980 - 1983

Adelphi University

1980 - 1983
1974 - 1976

Hofstra University

1974 - 1976
1966 - 1970

Regis College

1966 - 1970
1963 - 1966

Uniondale High School

1963 - 1966

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Robin Delaney

Refer a Friend to Get
100 Credits For FREE

$120.0

Hourly Rate