Neal Robinson

Neal is a Financial Planning Consultant for Avantax Planning PartnersSM. Neal provides integrated planning and investment strategies for growing and protecting individuals and business clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning.

Additionally, he supports business owners by reviewing their company retirement plans and optimizing for tax efficiency and helps with business transition strategies. His focus is based on each client’s unique objectives and priorities.

Neal earned his Bachelor of Arts in History from the College of St. Scholastica in Duluth, MN and his Masters of Business Administration with a focus in Finance from Augsburg University in Minneapolis, MN. He has his CERTIFIED FINANCIAL PLANNER^TM certificate and holds FINRA Series 6 and 66 securities licenses, along with accident, life and health insurance licenses.

When he's not at work, Neal enjoys golfing and spending time with his spouse and three children.