Profile

J Diane Robinson

Investment Advisor & Registered Representative,
J Diane Robinson

Contact Details

J Diane Robinson
Innovation Partners, LLC: 412-500-9430
Phone1: 7246765899
Innovation Partners, LLC: 470-239-5252

Social Links

Bio

J Diane Robinson Logo
J Diane Robinson, CLTC®

IP Financial Advisory Services, LLC
Investment Advisor
jrobinson@ipfinancialservicesllc.com

Innovation Partners, LLC
Registered Representative
jrobinson@innovationpartnersllc.com

https://www.jdianerobinson.com

Phone: 412-500-9430 | 704-708-5461 | 724-388-0136 (cell)

Schedule an Appointment
Get a Quote & Apply for Life Insurance

I am a Registered Representative with Innovation Partners, LLC and an Investment Advisor with IP Financial Advisory Services, LLC – a diversified financial services and consulting firm. I am also certified in long-term care CLTC®.

An important aspect of my business is assisting business owners and executives in making the crucial decisions that can secure the future of their companies. Businesses need effective tools and strategies to help them protect and grow their companies, to hire and retain an engaged and competent workforce, and to ensure compliance in today's challenging environment. 

Helping individuals and families work towards realizing their financial goals is another important aspect of my business. Financial planning is often perceived as a service for the wealthy and super-wealthy. Coming from a blue-collar background, I  know that people who don't have millions of dollars saved for retirement, college, or other financial goals need financial guidance, too.

Understanding the unique needs and goals of each client or business before making any recommendations is essential to my financial planning process. As an independent financial advisor, I receive no financial incentives to recommend one investment or product over another. I, however, work with other companies, like Compliance401K and Plan Confidence, to add valuable services that my clients need and that other advisors may not be providing.

Services and Products:

  • Business Planning: Protection, Succession, and Supplemental Retirement
  • Financial Planning: College, Retirement, and Social Security
  • Financial Products: Annuities, Employee Benefits, Life Insurance, and Long-Term Care
  • PlanConfidence: I provides personalized and ongoing advice for individual 401k, 403b and TSP plans.
  • Compliance401k: Provides plan IRS Code 3(16) fiduciary oversight to ensure plan sponsors meet all requirements set forth by the IRS and Department of Labor.
  • Advisor Credit Exchange ACx:  Pre-qualified credit offers through a select and dedicated network of lenders.
  • Flourish: An online, invitation only platform which provides innovative access to financial products:
    • FlourishCash: 
      • Competitive rates
      • Unlimited transfers
      • No minimums
      • Increased FDIC insurance through Program Bank
    • FlourishCrypto: A simple and secure way to invest in crypto
      • 24/7 trading
      • Easy funding
      • $100 trade minimum
      • 1099-Bs


Licensed in Pa & GA

Register for seminars and workshops  

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Robinson's Computer Services logo

Robinson's Computer Services
President & Founder
(724) 676-5899
jdr@rcsbiz.com

https://www.rcsbiz.com
https://rcsbiz.4printing.com/


Robinson's Computer Services' mission is to assist small businesses in automating their operations, so they can become more efficient, competitive, and profitable.

We believe our commitment to the success of our customers is closely tied to the achievement of our success. To achieve our mutual success, RCS uses a two-step approach:

  • Understanding the unique needs and challenges of our customers;
  • Offering solutions and products that meet those unique challenges.
Microsoft Certified Security, Compliance and Identity Fundamentals Microsoft Certified Power Platform Fundamentals
Microsoft 365 Certified Fundamentals

Education

Indiana University of PA
Indiana, Pennsylvania, United States
Bachelor of Science
MIS, Finance

Professional Associations

P.O.W.E.R. Professional Organization Women of Excellence Recognized
2022 - Present

Purse Strings
2022 - Present

Women in Cloud Network
2020 - Present

Alignable
2019 - Present

InfraGard National
2018 - Present

All Abilities, Inc, Board of Directors
2016 - Present

Westmoreland Human Resources Association
2014 - Present

HR Association of the Alleghenies
2011 - Present

National Association of Tax Professionals
2011 - Present

Job History

Innovation Partners, LLC
Registered Representative
PA, United States
July 2020 - present

IP Financial Advisory Services, LLC
Investment Advisor
PA, United States
July 2020 - present

Panichelle Financial Group, LLC
Registered Representative
Murrysville, PA, United States
October 2016 - present

Robinson's Computer Services
Founder & Owner
Bolivar, PA, United States
January 1990 - present

B P Insurance
Registered Representative
Ligonier, PA, United States
January 2004 - January 2016

Honors and Awards

Woman of Empowerment 2022
Professional Organization of Women of Excellence Recognized (P.O.W.E.R.)
2022