Robin Urciuoli, CFP^®, CPA

Robin is a senior client relationship manager, a CERTIFIED FINANCIAL PLANNER^® professional and a Certified Public Accountant* (CPA). Robin began her financial planning career in 2010 as a representative of Beacon Financial Planning. Robin and Beacon Financial Planning joined Bickling Financial Services in 2019. She brings a breadth of experience as a CPA combined with solid analytical and strong communication skills to assist clients with their long-term financial goals.

Previously, Robin worked at Beacon Financial after a ten-year career in public accounting. In addition to her professional designations, she holds a Series 65 securities registration.

Robin graduated from the University of Massachusetts Amherst Eisenberg School of Management. She is a licensed massage therapist, avid equestrienne and enjoys spoiling her dog and cat.

Robin works in our South Easton office and can be reached at 781-862-9792 or robin.urciuoli@bickling.com.

*Licensed, not actively practicing.