Robbie Jamison CFP®

Wealth Advisor

Meet Robbie, a passionate financial professional dedicated to guiding you on your journey toward financial success. Robbie's journey with VF began as an intern in January 2022, and his commitment to excellence led to his graduation from The Ohio State University's Fisher College of Business in May 2022. 

With a major in Finance and a minor in Financial Planning from the school of Human Ecology, Robbie brings a robust academic foundation to his role. Eager to enhance his expertise, he recently achieved the prestigious CERTIFIED FINANCIAL PLANNER™ designation, showcasing his commitment to providing top-tier financial guidance. 

As a proud member of the Central Ohio chapter of the Financial Planning Association, Robbie is not just a financial advisor; he's a trusted partner in your wealth management journey. His love for client meetings is evident, as he takes joy in developing meaningful relationships with each individual he serves. 

Beyond his financial prowess, Robbie is a self-proclaimed finance nerd who thrives on discussing all things finance. His enthusiasm for the subject translates into personalized and insightful financial advice tailored to your unique goals. 

Currently residing in the community of Grandview Heights, Robbie's life extends beyond the world of finance. In his free time, he finds joy in golfing, exploring new destinations, maintaining an active lifestyle through workouts, indulging in cinematic experiences, and savoring the culinary delights of new restaurants. 

Robbie's holistic approach to financial planning, coupled with his genuine passion for the well-being of his clients, makes him not just a financial advisor but a trusted companion on your journey to financial prosperity.