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

Director

Failing to plan means planning to fail.

Robin Patalon

Robin Patalon, Director of SC&H Financial Advisors, has been with the firm for 19 years. She both performs and oversees SC&H Financial Advisors’ 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.

Robin’s experience in public accounting, private industry, and income tax gives her a unique understanding and perspective of her clients’ financial picture. Her tax experience 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. in Spanish 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 serves 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. She currently serves on the board of directors for Luna’s House and is active with Kennedy Krieger’s Planned Giving Council.

Outside of the office Robin can be found training for her next race, instructing yoga classes, or playing the piano.

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

SC&H Financial Advisors – FINRA BrokerCheck


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