Robin A. Davey CPA®, CFP®, CLU®, RICP®, CDFA®

Robin A. Davey CPA®, CFP®, CLU®, RICP®, CDFA®

Partner, Sequoia Financial Group

There is nothing more important to me than helping people obtain their financial goals.  I have worked in the financial industry for over 30 years, guiding members of my community throughout the various stages of their financial lives. 

I grew up locally in a family that valued hard work and serving others. My husband John and I currently reside in Clifton Park where we also raised our 3 children.  We are now blessed to be grandparents. I am a proud graduate of Siena College (BBA- Accounting) and the University of Albany (MS-Accounting-Taxation).

After obtaining my CPA license, I spent the first half of my career assisting both individual and small business clients with tax and accounting matters.  After numerous tax seasons, I felt inspired to help people navigate the often complex and many financial stages of life. I joined Equitable Advisors in 2003 as a financial planner.  Financial phases can be as simple as setting up your first retirement plan, or as complex and confusing as funding children’s college education, planning for aging parents, long term care decisions, business planning, and estate planning. As you navigate these paths in life, my objective is to serve as your financial guide to help you set your goals.

I strive to provide the highest level of professionalism by:

  • Listening to my clients
  • Being objective and open
  • Providing professional service and advice with integrity

Education and professional development is of upmost importance to me.   I have dedicated myself to further developing my knowledge throughout my career.  Therefore, I have a strong record of certifications, awards, and advanced designations including:

  • Certified Public Accountant (CPA)
  • Chartered Life Underwriter (CLU®)
  • Retirement Income Certified Professional (RICP® )
  • CDFA®
  • Certificate in Retirement Planning – Wharton School, University of Pennsylvania
  • RealLife stories client service award as featured in Parents and Oprah  Magazine
  • Top 10 Female Financial Advisor at AXA


When I’m not working with clients, you will find me training for my next triathlon or mentoring and inspiring other women to run or succeed in business.  I am a member of multiple triathlon clubs and running groups, including Upstate Warriors, an all- women’s triathlon team. My husband and I are avid hikers and have completed 35 of the 46 Adirondack High Peaks. We also enjoy traveling and exploring other countries and cultures.  Finally, on the off chance that I am actually sitting down, I am most likely watching my favorite baseball team- the NY Mets or playing with my grandchildren.

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e- mail at or by calling 888-263-7265. To verify a designee, visit

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable Complaints about an Equitable Advisors FP should be directed to

Sequoia Financial Group is not owned and operated by Equitable Advisors.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (518) 373-7357
Fax (518) 373-7373
Mobile Phone (518) 573-0207