Robin Giles MSBA, CFP®, has a passion for helping people realize their dreams through proper financial planning. She is a Certified Financial Planner™ and she received her master's degree in Business Administration, Financial and Tax Planning from San Diego State University. Prior to this she graduated with honors from the University of Colorado in Boulder with a Bachelor degree in Journalism.
Robin developed her desire to help people with financial matters during her career as an award winning journalist. She produced the daily "Don't Waste Your Money" segment at KFMB-TV in San Diego and the "Morning Money" segment at the CBS affiliate in Denver, Colorado. During this time she saw a tremendous need for people of all income levels to have access to unbiased personalized financial advice.
Since entering the financial planning industry she has taken a comprehensive approach to her clients' finances and specializes in planning for retirement, education funding and helping people through major life changes. Robin founded Apex Wealth Management in Katy, TX in 2011. Prior to opening her own firm she worked for seven years as a Certified Financial Planner™ at Harrison – de Charon, LLC in San Diego.
Robin enjoys participating in various community and volunteer activities. She served for three years on the Board of Directors for the San Diego Financial Planning Association as the Director of Public Relations and Director of Career Development. She is now actively involved in the Houston chapter of the Financial Planning Association and serves on the Public Relations Committee. She is a member of Texas Wall Street Women and has been active in the National Association of Women Business Owners. Robin has served as a financial advisor and motivational speaker at It's Your Money financial workshops and San Diego Saves, part of a nation-wide campaign to persuade Americans to save and build wealth. She also enjoys volunteering for the Junior Achievement program to help kids learn about money, business and economics. Robin often speaks to private and community groups on a variety of financial topics and enjoys giving pro-bono financial advice in underserved areas. As a Certified Financial Planner™, Robin has appeared on KGTV and KPRZ 1210 AM in San Diego, and featured in Money, Parents Magazine, Senior Life Magazine and the San Diego Union Tribune.
As a fee-only financial consulting business, Apex Wealth Management sells NO financial products of any kind, and does not accept commissions or referral fees. Apex is committed to providing each client with unbiased financial advice and personalized service.
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