Broker Check
Sam Robinson, CPA, CFP®

Sam graduated from the Georgia Institute of Technology in 1977 and received his MBA from Georgia State University in Accounting and Finance in 1986.  He has been a CPA* since 1986 and he is also a Certified Financial Planner, CFP®. 

Sam joined Peachtree Planning in 2003 after being with The Coca-Cola Company for 23 years.  His last position with the company was Controller, Coca-Cola North America Customer Marketing.    During Sam’s career in accounting and finance, he learned to listen to clients’ needs, analyze situations, recommend solutions, and solve problems.  Sam develops strategies to help individuals, families and businesses reach financial confidence as efficiently and effectively as possible. 

Sam lives in Dothan, Alabama with his wife, Pam. They have a daughter, Lindsey.  Active in his community, Sam is a leader in his church, Calvary Baptist Church, as a deacon and teacher, and a leader in Community Bible Study as Teaching Director.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Special Agent of Guardian . *Not practicing for Guardian or any of its subsidiaries. Also add the following: Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.