Robin Gordon

I’m a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with over 35 years of experience in estate planning, taxes, insurance, retirement and investments.

As a PFS, I provide independent integrated financial planning as an Investment Adviser Representative of CGO Consulting LLC. I have no conflicts of interest, and I do not manage assets or sell products.

I’m a fiduciary and saving clients’ money is what makes me tick.

My basic philosophy is straightforward. I want people to live the best life they can with the money they have.

My holistic approach to planning includes:

Managing cashflow

Tax planning

Investment strategies

Asset protection, including insurance needs

Retirement planning

Estate planning

I also prepare tax returns, including trusts, estates and gift returns.

My career began with Arthur Andersen. I subsequently worked with KPMG throughout Australia before settling in the Washington, DC area. I was a Director with KPMG before starting my own company.

I was born in San Francisco and have and will continue to travel extensively throughout the world. I lived in Australia for eight years and have two grown children.

When I’m not working, I enjoy running, sports, reading, watching movies and partaking in the rich variety of arts offered in the DC area and around the world.

Please visit my website to learn more about me at www.gordonandcocpas.com

It is a privilege to help people achieve their financial goals. I look forward to doing the same for you with my book Living the Best Life You Can with the Money You Have.