Robin A. Patalon, M.B.A., CPA, CFP

Robin Patalon has more than 20 years of experience both in public accounting and private industry. Over the past several years, she has focused primarily on high-net-worth individuals with tax, estate, and financial matters and family investment partnerships.  Currently, Robin supervises the most complex individual and family income tax returns; she performs the complex tax and financial planning for individuals and families; she has primary compliance oversight for investment activities of all licensed advisors in SC&H Financial. Her experience in public accounting, private industry, and income tax gives Robin a unique understanding and perspective of her clients’ financial picture.

Before joining SC&H, Robin worked for a large public company, where she built a knowledge base in corporate accounting, financial planning and analysis, and corporate tax.

Robin holds licenses as a CPA, Investment Advisor Representative (Series 66), Registered Securities Representative (Series 7), Registered Securities Principal (Series 24), and in Maryland Life and Health Insurance. Robin is also a CFP™ professional.

Ms. Patalon graduated summa cum laude from the State University of New York at Albany with a degree in Spanish, and earned her M.B.A. from Rochester Institute of Technology. She is a member of Phi Beta Kappa, American Institute of Certified Public Accountants (AICPA), and Maryland Association of Certified Public Accountants (MACPA). Robin serves on the MACPA Advanced Financial Planning Committee. Robin was named as a SmartCPA in 2010 by Smart CEO Magazine.

Robin A. Patalon, M.B.A., CPA, CFP

Principal

SC&H Financial Advisors, Inc.

rpatalon@scandh.com
(o) 410-403-1557
(f) 443-212-1270
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