Robin Woodell, CFP®, CEPA® Founder & Financial Planner

704-817-3915

rwoodell@myemeraldfinancial.com

LinkedIn

The origin of Emerald Financial Group belief that each client is a precious gem, with unique facets that require individualized planning specific to their financial situation, can be traced back to Robin’s own nontraditional path into the financial services industry in 2005.

She graduated with an undergraduate degree in education and a master’s in vocal performance, then followed her passion to become a professional opera singer. After eight years of traveling the world, a series of life changes resulted in her exiting the performance world. She found a new passion in financial planning.

Shifting from vocal performing to financial planning was a more natural transition than some might assume, particularly due to the similar skills required to excel in the art and science of both disciplines. The science of each requires consistency, long-term strategy, and technical skill – while the art involves personal expression, active listening, and continuous improvement.

Robin enjoys that financial planning allows her to engage in a creative process to find solutions for our clients in tangible ways. She’s intimately involved in:

The construction of comprehensive financial plans that assist families and small businesses with clarifying their financial goals and objectives
Recommending appropriate strategies
Managing investments to help each client attain their desired financial objectives

She enhanced her ability to serve individuals, families, and business owners by investing in the education and training required to become a Certified Financial Planner® and Certified Exit Planning Advisor®.

Robin has received citations and recognition over the years related to service, entry into the annuities Masters’ Council, and national acknowledgement with a financial planner of the year. She is specially trained and certified to speak to groups around the Charlotte area on a monthly basis, which helps educate individuals, especially women, on the basic building blocks of financial wellness.

When she isn’t working in her business, Robin enjoys spending time with her family, serving as a small group leader in her church, and volunteering for organizations like the Fellowship of Christian Athletes, Beds for Kids, and Charlotte Rescue Mission.

Blueprint Financial Advisors d/b/a Emerald Financial Group and MIAI, Inc. d/b/a Emerald Financial Group are investment advisers registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security or of any particular strategy or investment product. Blueprint does not represent that any opinion or projection will be realized. Neither Blueprint nor any of its advisers, officers, directors, or affiliates represents that the information presented on this website is accurate, current or complete, and such information is subject to change without notice. Past performance is not a guarantee of future results. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

Securities offered through Maplewood Investments, Inc., member FINRA, SIPC. Advisory services offered through Blueprint Financial Advisors LLC and MIAI, Inc., SEC Registered Investment Advisers. Maplewood Investments, Inc., MIAI, Inc., and Blueprint Financial Advisors LLC are affiliated. Maplewood Investments, Inc., does not provide tax, legal or accounting advice.

The CEPA® designation is awarded to individuals who help business owners transition their companies. It focuses on the Value Acceleration Methodology to increase business value, optimize personal financial plans, and plan for successful exits. Qualification requires completion of a five-day virtual education program and a final proctored exam, as well as ongoing continuing education of at least 40 hours every three years.

The CFP® designation identifies individuals who have completed the mandatory examination, education, experience, and ethics requirements mandated by the CFP Board. Candidates must have at least three years of qualifying work experience that relates to financial planning. Candidates are required to hold a bachelor’s degree from an accredited university or CFP Board equivalent. CFP® candidates must pass an examination that covers over100 financial planning topics, which broadly includes: general principles of financial planning, insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. Finally, candidates have ongoing ethics requirements and oversight by the CFP Board.