Robin Msba, CFP®
Founder, Apex Wealth Management, LLC
Professional Overview
Robin Msba is the Founder of Apex Wealth Management, LLC, a leading Texas-based financial advisory firm. With over 15 years of industry experience, Robin specializes in comprehensive wealth management, retirement planning, and investment portfolio optimization for high-net-worth individuals and families.
Experience Summary
Current Role
As the Founder of Apex Wealth Management, LLC, Robin is responsible for overseeing all aspects of the firm's operations, including client relations, investment strategy development, and business growth initiatives. Under Robin's leadership, Apex has grown to manage over $500 million in client assets, providing tailored financial planning and portfolio management services to a diverse clientele across the state of Texas.
Career Progression
Prior to founding Apex Wealth Management, Robin served as a Certified Financial Planner™ at Harrison - de Charon, LLC, where they played a key role in expanding the firm's client base and developing innovative financial planning solutions. Earlier in their career, Robin worked as a Special Projects Producer at KFMB-TV San Diego, utilizing their strong communication and project management skills to contribute to the station's award-winning content.
Academic Background
Robin holds a Bachelor of Science degree in Finance from the University of Texas at Austin. They are also a Certified Financial Planner™ (CFP®), demonstrating a deep commitment to professional development and the delivery of exceptional client service.
Areas of Expertise
- Comprehensive wealth management and financial planning
- Investment portfolio design and optimization
- Retirement planning and income strategies
- Tax-efficient wealth preservation and transfer
- Proven leadership in building and scaling financial advisory firms
Professional Impact
Under Robin's guidance, Apex Wealth Management has established a reputation for delivering personalized, client-centric financial solutions that help individuals and families achieve their long-term financial goals. Robin's innovative approach to wealth management and commitment to ongoing industry education have made them a respected thought leader in the Texas financial services community.
Conclusion
With a diverse background spanning financial planning, television production, and entrepreneurship, Robin Msba brings a unique perspective and a passion for helping clients navigate the complexities of modern wealth management. As the Founder of Apex Wealth Management, LLC, Robin is dedicated to driving the firm's continued growth and cementing its position as a trusted advisor to high-net-worth individuals across the state of Texas.
