About Robin Edgar
Complimentary Financial Discovery Session with Me
I currently have the following licensure: Series 7 (General Securities Representative), 65 (Uniform Investment Adviser Law), 24 (General Securities Principal), life, health and LTC insurance.
I’m passionate about helping people to focus on the four phases of wealth:
1) Protection
2) Accumulation
3) Cash Flow
4) Transfer
Many people tend to focus on these phases independent of each other, but my Wealth Progression Group helps clients focus on all four from the beginning of their journey.
My Wealth Progression Group has a trusted advisor network of professionals that can offer advice and direction in every phase that seeks to ensure my clients' true wishes and desires are being met no matter where they are on their journey.
I invest personally in many of the investments I recommend to my clients. I have a passion for the continued client education around every sector, individual investment, and how tax law and market changes affect their portfolios each year. I provide conference calls with investment and product experts to keep my clients updated on the status of every investment sector each year. My continued due diligence and communication with the companies and my clients helps everyone to make suitable decisions in all market environments.
Bachelor of Science in Accounting, Buena Vista University
Extensive Continuing Education on Numerous Financial Subjects, Hundreds of hours of Due Diligence on General Financial Industry and Product specific training each year
Volunteer positions I have held throughout my career:
Mason City Sunrise Rotary – I served as President, Club Service Chair, Vocational Service Chair, Fundraising Chair and helped with hundreds of Rotary projects during the last 27 years. I am also a Paul Harris Society Member.
Mercy Hospital Board Member and Finance Committee Chair
Mason City Chamber of Commerce – I served as a board member and Chamber President in 2008. I also served as the Foundation Chair and was on the Wright on the Park Project Committee working for many years on the restoration of the last standing Frank Lloyd Wright Hotel. I received the Distinguished Citizen of the Year Award in 2010.*
United Way of North Central Iowa – I served as Campaign Chair (1997-1998) and Board President (2000) and received the Bob Dutcher Award in 2000.*
NIACC Foundation board member
Other volunteer positions held in the past include: Church board, JDRF leadership committee, American Cancer Society, YMCA Capital Campaign and Partner of Youth Campaign