Robin Patin
Senior Director, Wealth Management
Robin is a Senior Director of Wealth Management in Choreo's Orinda, CA office. Growing up as the daughter of a schoolteacher and truck driver, she saw firsthand the impact of financial literacy - an experience that shaped her passion for helping clients navigate with confidence.
With a structured and empathetic approach, Robin builds deep relationships with her clients, understanding both their financial and emotional needs to create tailored, long-term strategies. Before joining Choreo through its acquisition of Enso Wealth Management, she was a Principal and Wealth Manager at Enso and previously spent six years as a Financial Advisor at Edward Jones.
A sought-after speaker and writer, Robin regularly shares insights on financial literacy, wealth management, and wealth-building strategies. She is deeply committed to helping individuals, especially women of color, take control of their financial futures and approaches every client relationship as a trusted thought partner and advocate.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- CPWA®
EDUCATION
- Master of Arts, Health, New York University
- Bachelor of Science, Management (Finance) and Psychology, Rensselaer Polytechnic Institute
