Paul H. Robb, CFP, ChFC & CLU

Paul is 35-year veteran of family, business and charitable planning. Starting his career with Northwestern Mutual in 1983, he thrived as a national joint work specialist for almost 20 years. A desire for a more open architecture business model led to engagements with Mass Mutual and AXA Equitable’s open market platforms, continuing in the context of partnering on a consultative basis with other advisors nationally. During his extensive career, his concept of collaborative legacy planning evolved, culminating in the formation of PH Robb Legacy Alliance which enjoys a national reputation as a consultant to major tax, legal, banking, insurance and financial firms. As an industry innovator, Mr. Robb invented a virtual family office technology, resulting in a patent portfolio dealing with online collaboration in the financial services sector. Additionally, Mr. Robb created LegacyTrax, an interactive client driven software system focused specifically on legacy planning. This patented system is an exclusive and proprietary resource of PH Robb Legacy Alliance.

Paul earned his Bachelors in Finance and Accounting from the University of Arizona and holds a CFP (Certified Financial Planner) from the CFP Board, and the ChFC (Chartered Financial Consultant), and CLU (Chartered Life Underwriter) designations from The American College. Mr. Robb is a certified instructor in multiple states for tax, legal and financial services continuing education, and has been invited to make frequent presentations over the years to numerous industry groups.

Paul is a past President of Old Pueblo Rotary Club and has served on the board of Catholic Community Services and in advisory and service capacities with The Tucson Jewish Community Foundation of Southern Arizona and numerous other industry related and charitable organizations.

Residing in Tucson Arizona with his wife Sherrie, Paul enjoys traveling and spending time with their three children and their families.