Robin Liebes

Robin Liebes

Financial Advisor

I am a Financial Advisor in the Thousand Oaks office of LPL Financial. I am dedicated in providing retirement planning and investment advice for those seeking to make investment income a reality so they can spend time doing what they dream. I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I start by helping you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

I focus on:

  • Estates, with emphasis and knowledge in asset gathering, registration of investments, consolidation and investment solutions
  • Family Trusts for Individual families with specific goals and financial needs
  • Special Needs Trusts, provide the trustee with Investment plans and solutions with care and attention to the needs of the beneficiary
  • Retirement Planning, transitioning clients from working into retirement reality

I grew up in the Bay Area and attended California State University, Hayward and have been Investment Advisor Representative for over 20 years. I was a mentoring coach from 2001-2002 and finished my first year in the business at the top of my class.

I am very active in the Conejo Valley and attend many local fundraisers. I am an Art Donor at the Crocker Art Museum in Sacramento, American Museum of Ceramic Art in Pomona, San Francisco Museum of Modern Art in San Francisco and San Jose Museum of Art. I am a member of the Porsche Club of America in the Santa Barbara Region. When I am not in office I enjoy exploring State parks, hiking and biking with my family and three dogs, Autumn, Parker and Mattie. My love for art doesn’t just stop with Museums I also love creating handcrafted wire wrapped jewelry and making homemade toffee during the holidays for family and friends.