Author: James Robinson, RICP®, AIF®

James Robinson, RICP®, AIF®

James Robinson, RICP®, AIF®
Partner James N. Robinson (Jay) is co-founder and Partner of ARQ Wealth Advisors, LLC. He is a Series 65 licensed financial advisor with 14 years of financial industry experience, with a focus on retirement income planning. Jay attended the University of Mississippi (Ole Miss) and is a graduate of the University of Texas at El Paso (Texas Western), where he graduated with honors earning a Bachelor’s degree in Psychology/Business Management. Jay also holds the Retirement Income Certified Professional (RICP®) designation and is an Accredited Investment Fiduciary (AIF®). Jay was introduced to the financial services industry by his father, who was a Registered Investment Advisor. Prior to becoming an advisor, Jay was the #1 ranked wholesaler for a $1billion+ brokerage firm in the independent advisor space. He specialized in developing personalized income, retirement, and estate planning solutions for the top 1% of advisors in the industry and their high net worth clients. When Jay’s father passed away, he was integral in helping transition his father’s clients, most notably his mother. Through this process he learned the true difference between the terms “fiduciary” and “broker”. It gave Jay a lot of pride to know that his father took his role as a fiduciary very seriously. This experience compelled Jay to walk away from the brokerage industry and become an Investment Advisor with the fiduciary standard. Jay is a financial educator and teaches classes at local colleges on retirement and estate planning, social security maximization, and income planning. He has been a featured financial contributor for ABC, NBC, CBS, Fox and CNN news. Jay is originally from Harrisonburg, VA in the Shenandoah Valley. He relocated to Arizona in 2006, and currently lives in North Phoenix with his wife Melissa. He is the proud father of 3 children Dylan, Abigail, and Samuel. He is an expert level mountain bike racer and puts on an annual charity ride that benefits the Pancreatic Cancer Action Network (PANCAN) in memory of his father, called The Hondo www.The-Hondo.com. He is a member of the Sons of the American Revolution, and enjoys travel, wine tastings, food, genealogical studies, Scottish Highland games, and spending time with his family.
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Recent Posts

How Millennial Millionaires are Making Their Money

What would it take for you to have $1 million in the bank? Does the thought even seem attainable or like a crazy pipe dream way off in the distance?[…]

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4 Things the Modern-Day Millionaire is Doing That You May Not Be

At ARQ Wealth Advisors, we’ve seen more and more young people get started with their financial planning. They’re taking control of their spending[…]

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6 Reasons People Are Moving to Scottsdale … and 6 Things to Consider When Doing So

By James Robinson, RICP®, AIF®
April 02, 2019

At ARQ Wealth Advisors, we meet a lot of people who recently relocated to Arizona, and we’re not surprised – Arizona has always been a popular place[…]

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How to Become a Millionaire (And Enjoy a Scottsdale Retirement) Step 1

By James Robinson, RICP®, AIF®
March 25, 2019

What should I be investing in? Am I on the right path to retire? What do I need to do to retire in the next few years? I’m still young; what do I[…]

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How a Fee Only Fiduciary Puts More Money in an Investor’s Pockets

By James Robinson, RICP®, AIF®
February 04, 2019

When you’re looking to hire a financial advisor to help you manage your money, you want someone who puts your interests above all else. After all,[…]

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How to Find the Best Financial Advisor in Scottsdale

By James Robinson, RICP®, AIF®
January 07, 2019

Arizona has a lot to offer. It’s always been a destination for retirees and “snowbirds” looking for a warm place to spend the winter, but it’s also[…]

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3 Things NOT To Do To Reach Financial Success

By James Robinson, RICP®, AIF®
December 03, 2018

When planning for financial success, it’s just as important that you know what to do as it is to know what not to do.

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Three Tips from a Millionaire’s Financial Advisor

By James Robinson, RICP®, AIF®
November 05, 2018

Everyone wants to know the secret: What does it take to become a millionaire? The good news is, it’s not rocket science. But the truth is, most[…]

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Satisfying Retirement: Four Tips to Reach Your Goals

By James Robinson, RICP®, AIF®
October 01, 2018

There are a lot of busy professionals out there earning decent salaries. Yet, in many households, it can often seem like money flows out as fast as[…]

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ARQ Wealth Advisors Launches New User-Friendly Website

By James Robinson, RICP®, AIF®
September 17, 2018

ARQ Wealth Advisors is pleased to announce the launch of our new and improved website.

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