Robyn L. Clarke, JD, 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.
Background
Ms. Clarke earned her J. D. at the University of California, Davis following an undergraduate degree from Occidental College. She has been a CERTIFIED FINANCIAL PLANNER™ professional since 2005 and is an active member of the Financial Planning Association's Orange County Chapter. Ms. Clarke also earned the AIFA® Designation in 2014. Attainment of the AIFA Designation demonstrates understanding of the Prudent Practices® for investment advisors and stewards.