Robyn Bahlinger

Robyn L. Clarke, J.D., CFP®, AIFA®

Director of Fiduciary Services and Financial Planning

Joining Towneley in 2001, Ms. Clarke oversees the firm’s fiduciary services and serves as lead developer and implementer of Towneley’s Fiduciary Edge Program™ for investment stewards. With a goal of assisting clients to thrive, make a difference and realize a lasting impact, Ms. Clarke offers expert counsel on a wide range of financial planning issues while also managing the company’s regulatory compliance. A CERTIFIED FINANCIAL PLANNER™ certificant since 2005, she earned her J. D. at the University of California, Davis following an undergraduate degree from Occidental College. Ms. Clarke is an Accredited Investment Fiduciary Analyst™ (AIFA®) designee, and is an active member of the Orange County Chapter of the Financial Planning Association.

  • TRUST.