Richard Robbins CFP®
First meetings can often be awkward, formal, and reserved, but that is not the case with Richard Robbins. Richard will greet you with an enthusiastic handshake and a mile-wide smile that makes you feel like you’ve known one another for decades.
Richard attended Texas A&M University, a school as rich in tradition as Luling, Texas, his small and charming hometown. At his job at one of the university’s retail stores, Richard learned how and why knowing your numbers is so vital to running a successful business. He thrived in his role and was later promoted to the buyer and general manager of all three locations. As his responsibilities grew, so did his skills in evaluating the cash flows and identifying opportunities to help the business and owners profit.
An Aggie to the core, Richard loved being in College Station. However, when his wife’s career prompted a move to New Braunfels, Texas, he took the opportunity to make a career move and pair his desire to help people with his ability to understand small business financials. After working at a large financial firm for a while, Richard wanted to do more than just managing investments. He went back to his roots – steeped in tradition – and became a partner at Oakwell Private Wealth Management to help his clients navigate their financial plans and reach their financial goals.
At Oakwell, Richard has the autonomy to invest his time in growing meaningful relationships with his clients, achieving their objectives, and helping them climb new branches of success. His CERTIFIED FINANCIAL PLANNER™ (CFP®) designation helps him focus on helping business owners and individuals identify their goals and institute a personalized plan to achieve them.
When Richard is not busy raising the bar of service at Oakwell Private Wealth Management, he can be found courtside, cheering on his daughter Avery’s volleyball team, or on the sidelines of his son Clay’s football games. While he loves his family, a very close second is his yard. After a long day at the office, he will decompress with a lap on the mower. Just like his dad instilled in him as a young boy, “if you are going to do something, take pride in it!” That seed has grown to positively affect his family, his career, Oakwell, and yes, his yard!
