Robin Patalon, M.B.A., CPA, CFP


Robin Patalon

Constant monitoring of current and proposed tax laws help Robin and her team identify tax-savings and financial planning opportunities for their clients. Over the past few years, as estate and gift tax laws have been in transition, Robin has worked with clients and their attorneys to help transfer assets to future generations via gifting and the establishment of limited liability companies. Her ability to understand both the tax implications and the investment opportunities have helped create tremendous goodwill with clients and their heirs.

Robin’s expertise involves helping high-net-worth individuals navigate tax, estate, and investment matters to advantageously position them for maximizing and safeguarding the value of their assets. She both performs and oversees SC&H Financial Advisors’ comprehensive financial planning for individuals and families to address their inter-related retirement, estate, insurance, education and investment needs. Robin advises on and helps create family investment partnerships, and supervises highly complex individual and family income tax returns.

Her experience in public accounting, private industry, and income tax gives Robin a unique understanding and perspective of her clients’ financial picture. Her financial advisory expertise includes stock option planning and analysis, charitable gifting strategies, and tax-saving investment methods. Robin also has primary oversight of the investment activities of all licensed advisors in SC&H Financial Advisors, Inc.

Before joining SC&H, Robin worked for a large public company, where she gained significant knowledge in corporate accounting, financial planning and analysis, and corporate tax. She holds licenses as a CPA, Investment Advisor Representative (Series 66), Registered Securities Representative (Series 7), Registered Securities Principal (Series 24), and in Maryland Life and Health Insurance. Robin is also a CFP® professional.

Robin earned her B.A. with highest honors from the State University of New York at Albany, and her M.B.A. from Rochester Institute of Technology. She is a member of Phi Beta Kappa, the American Institute of Certified Public Accountants (AICPA), and the Maryland Association of Certified Public Accountants (MACPA), where she has served on the Advanced Financial Planning Committee. Robin was named SmartCPA by Smart CEO Magazine. An active volunteer, Robin has worked with Girls on the Run, a non-profit organization that integrates running with an experience-based curriculum to inspire girls and teens to lead a healthy and confident life.

Advisory Services offered through SC&H Financial Advisors, Inc.

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