LWM Welcomes Our Newest Adviser, Robby Starinsky

Robby Starinsky, CFP® is a fee-only financial planner in Charlotte, NC. He joined Level Wealth Management because of his desire to build long lasting client relationships at a firm that is structured to always put their clients first.

Robby brings more than a decade of experience helping clients make confident decisions about their financial futures. He began his career at Vanguard as a brokerage professional before transitioning to retirement planning and ultimately becoming a financial advisor after earning his Certified Financial Planner™ certification. Throughout his time at Vanguard, Robby developed a broad perspective on the challenges clients face across different stages of their financial lives while serving as the advisor for hundreds of individuals and families.

A graduate of Wittenberg University, Robby lives in Charlotte with his girlfriend, Kelsey, and their two cats, Frankie and Kristof. Outside of work, he enjoys traveling with Kelsey, particularly exploring new countries and seeking out experiences that offer a different perspective on the world. He also loves discovering new restaurants around Charlotte, spending time with friends and family, and finding new places to visit around the Carolinas.

What Brought You to LWM?

I am excited to join Level Wealth Management because of our ability to focus on providing tailored solutions for a select group of clients. Every client I work with has a unique set of circumstances and goals that are at the core of their financial plan. Here at Level Wealth Management, I have the tools, support, and freedom to create truly comprehensive financial plans for each of my clients so that they can focus on living the lives that they want to live.

Robby, How Do You Feel About The Opportunity To Provide Financial Advice to Clients?

I deeply value and respect the trust that my clients place in me as their financial advisor. Finances can be one of the most impactful and stressful parts of our lives. I am honored to use my expertise to make sure that money makes a positive impact on the lives of my clients and amplifies the values that they hold.