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

There is nothing more important to me than helping people obtain their goals. I have worked in the financial industry for over 40 years, guiding members of my community throughout the various stages of their financial lives, and watching them attain their own picture-perfect retirement.

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 raised our 3 children, who are now adults, married and parents themselves. We are now blessed to have 7 grandchildren who bring joy and plenty of happiness to our lives.

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 far too many tax seasons, I felt inspired to help people navigate the complex financial stages of life. Based on this goal, I started my career as a Financial Planner in 2003. 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 strategies. As you navigate these paths in life, my objective is to serve as your financial guide to help you achieve your goals.

When I’m not working with clients, you will find me training for my next triathlon, kayaking, biking, or doing yoga. I also find it rewarding to mentor and inspire other women to accomplish their goals. I have been a mentor for the Freihofer’s Run for Women for many years, training hundreds of women, and helping them complete their first 5K. I also train and compete with a local dragon boat team, “Dragon’s Alive”, just to keep things interesting. 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. In 2022 I completed my 200-hour yoga certification to help people remain healthy and strong, incorporating mind, body, and spirit. 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.

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 has always been my foundation and I am a proud graduate of Siena College (BBA- Accounting) and the University of Albany (MS-Accounting-Taxation). Professional development is of upmost importance to me. I have dedicated myself to further developing my knowledge throughout my career to provide my clients with the most appropriate advice and guidance. Therefore, I have a strong record of certifications, awards, and advanced designations including:

• Certified Public Accountant (CPA)
• CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
• Chartered Life Underwriter (CLU®)
• Retirement Income Certified Professional (RICP)
• Certified Divorce Financial Analysis (CDFA®)
• Certificate in Retirement Planning – Wharton School, University of Pennsylvania
• Credentialed Holistic Financial Coach – Columbia University
• Consistently a Top 10 Female Financial Advisor at Equitable Advisors

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