Meet Robin Wahby

Professional

Robin Wahby, founder, and CEO of Wahby Financial Group, helps families, businesses, and nonprofits identify opportunities that increase their financial position and enjoy a better quality of life. As a fiduciary in her investment advisory work, Robin is a financial advisor who believes that the one thing everyone has in common is the desire for financial security.

As a big sister to her developmentally disabled and quadriplegic brother, Christopher, Robin understands the need for planning is vital at each part of the aging process. Robin got her CLU® designation to better help families make smart estate planning decisions. This designation for insurance and estate planning professionals is comparable to the CPA designation for accounting professionals.

Robin believes people make better decisions and develop more meaningful relationships when they aren’t worried about money.

While discussing financial well-being with her clients, she has identified these 5 critical opportunities:

1. An uncomplicated approach to financial success

2. An educational process that merges the principles of asset allocation with tax diversity.

3. Having a real plan with a strategy and easy to understand steps.

4. Evaluating if their portfolio is truly “diversified” and if not, what to do about it.

5. What estate planning really means in terms of asset protection, tax relief, and catastrophic expenses such as long-term care or legal actions.

Robin is certified to offer the Macro Asset Perspective® planning process. While this process was originally developed for a physician's network on the west coast and high-tech engineers in the Silicon Valley, it has been successfully adopted by people of all walks of life and taught at workshops for employees at several Fortune 500 companies.

Robin is an Investment Advisor Representative with Eagle Strategies, LLC, a Registered Investment Adviser, and a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency.  She also is a member agent of the Nautilus Group®, which is an exclusive, advanced planning resource for estate conservation and business continuation strategies. She focuses on golden handcuffs and executive benefit plans for corporations and non-profits.

Prior to opening Wahby Financial Group, Robin spent 25 years recruiting, training, and developing financial professionals for New York Life Insurance Company, a 179-year-old Fortune 100 mutual company.

Robin is a Top of the Table member of the Million Dollar Round Table*, whose membership is only extended to the top 1% of the leading life insurance and financial service professionals worldwide. With New York Life, Robin is ranked among the top 100 most productive agents. In 2022 and 2023, Robin was recognized by Forbes and Shook Research** as a Top Financial Security Professional in Florida. Robin believes that there is not a more meaningful career than helping people protect those they love and care about.

Robin is a Top of the Table member of the Million Dollar Round Table*, whose membership is only extended to the top 1% of the leading life insurance and financial service professionals worldwide. With New York Life, Robin is ranked among the top 100 most productive agents. In 2022, 2023, and 2024 Robin has been recognized by Forbes and Shook Research** as a Top Financial Security Professional in Florida. Robin believes that there is not a more meaningful career than helping people protect those they love and care about.