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Owner, Wealth Progression Group
Robin is an entrepreneur, financial strategist, wealth educator, inspirational speaker and #1 best-selling author (Beyond Your Wildest Dreams). Robin has worked with clients across the country, empowering them with the knowledge, guidance and inspiration necessary to set (and reach) financial goals they never thought possible—and she’d like to do the same for you!
EXPERIENCE, LICENSURE AND EDUCATION
More than three decades of financial planning and wealth strategy experience.
Series 7: General securities representative
65: Uniform investment adviser law
24: General securities principal
Bachelor of Science in Accounting
“I’m about more than where to put your money. I’m about where your money puts you.”
—Robin Edgar
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robin@robinedgar.net
Copyright © Robin Edgar
All rights reserved.
This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.
Securities offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. Advisory Services through Concorde Asset Management (CAM), an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency (CIA). Wealth Progression Group and Robin Edgar are independent of CIS, CAM, and CIA.
