Broker Check
David P. Robinson CFP®, AAMS®

David P. Robinson CFP®, AAMS®

CEO & President

As the founder of Resource Consulting Group Inc, David have spent the last 30 years building a competent and caring team of professional advisors who share his passion to help people finish well in life by offering wise and creative planning. David realizes that many Americans find money issues complex and/or intimidating, so his heart’s desire is to empower their clients with greater clarity and confidence in making important financial decisions throughout their lifetimes.

Based upon his strong belief that both emotions and relationships play critical roles in prudent money decisions, David has created a holistic, values-based team culture that promotes a deep understanding of what each client seeks to accomplish.

Resource Consulting Group Inc, located in northwest Austin, is an independent Texas-registered investment advisory firm. As the CEO, David continues to expand the vision of the firm to serve the changing needs of RCG clients, while also executing a long-term succession plan to assure that the firm is well established for serving generations to come. Since 1992, David has held in good standing the CERTIFIED FINANCIAL PLANNER™(CFP®) professional designation. Additionally, David currently holds multiple securities licenses (Series 24, 7, 51, 63 & 65) and is a Registered Principal with Osaic Wealth, Inc. (a registered member FINRA/SIPC). Through his affiliation with Osaic Wealth, Inc., David provides fee-based asset management services, as well as other quality investment alternatives in many states. He is also licensed in the state of Texas to provide life, disability and long-term care insurance and variable annuities as deemed appropriate for specific client needs.

David and his wife, Denise, of 39 years have two adult children. He is an active member of Hill Country Bible Church – Lakeline Campus where he has served for many years in the HCBC Stewardship, Financial Leaders and Small Group Leader ministries. Within his community, David periodically offers free financial coaching to families experiencing high money stress, as well as encouraging generosity among those who are financially blessed. He also serves as a mentor to younger businessmen who desire to conduct their businesses according to Biblical principles.

David strongly believes that the healthy balance he intentionally pursues in his own life, coupled with concern for others, is what makes his professional commitment to guide others in good stewardship so fulfilling. He is an avid UT sports fan, loves to read, enjoys lake activities and supporting charitable causes that address social justice, young adult development and spiritual growth