Paul Robb

Founder, President, & Managing Partner
CFP®, ChFC, CLU

Paul Robb

PRESIDENT & MANAGING PARTNER

Paul is a 35-year veteran of family, business and charitable planning. Starting his career with Northwestern Mutual in 1983, he thrived as a national joint work specialist for almost 20 years.

During his extensive career, his concept of collaborative legacy planning evolved, culminating in the formation of PH Robb, which enjoys a national reputation as a consultant to major tax, legal, banking, insurance and financial firms.

As an industry innovator, Mr. Robb invented a virtual family office technology, resulting in a patent portfolio dealing with online collaboration in the financial services sector.

Additionally, Paul created LegacyTrax, an interactive client driven software system focused specifically on legacy planning.

Paul earned his Bachelors in Finance and Accounting from the University of Arizona and holds a CFP (Certified Financial Planner) from the CFP Board, and the ChFC (Chartered Financial Consultant), and CLU (Chartered Life Underwriter) designations from The American College.

 Paul is a certified instructor in multiple states for tax, legal and financial services continuing education, and has been invited to make frequent presentations over the years to numerous industry groups.

What Paul Does

  • Design

    Paul is an integral part of designing economic plans and strategies for our clients.

  • Client Relations

    Paul helps clients and their families navigate the complexities of legacy planning, focusing on education rather than selling.

  • Advisor Resources

    PH Robb encompasses a large network of institutional advisors from around the globe. Paul helps these advisors learn how to use our resources to give value to their clients.

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