CONNECT

Address:

710 Fairfield Avenue
La Porte, TX 77571

Phone:

281.842.1229

Fax/Other:

281.470.1912

Meet Our Team

 


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​Spencer O. Robertson, CLU

​​Registered Investment Adisor Representative

 

Spencer Sr. brings a wealth of knowledge and experience in the financial services industry to Robertson Wealth Planning Partners. He is licensed as a Registered Investment Advisor Representative and holds a designation of CLU (Chartered Life Underwriter) from The American College of Life Underwriters.

Spencer Sr. has been recommending insurance and investment planning strategies to help clients achieve their goals. He has had a successful career helping his clients with their wealth management and retirement planning. His expertise is in asset management; insurance; retirement planning and assessments; income distribution and taxation strategies.

He brings a broad-based experience and passion for helping individuals plan for their future, and seeks to continue his legacy by passing on all he has learned and experienced to the second generation.

An avid runner, Spencer Sr. enjoys walking, reading and living a healthy lifestyle.


 

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Spencer C. Robertson

Financial Advisor

 

Spencer serves as a financial advisor of Robertson Wealth Planning Partners. He received his undergraduate business degree from Drexel University with an emphasis on Finance. He furthered his education earning a Masters of Science in Strategic Leadership from Neumann University and has obtained the Series 66, 7, and Texas State Life, Accident & Health Insurance licenses. Given his level of commitment to his professional growth and developement, Spencer is also currently pursuing CFP® (CERTIFIED FINANCIAL PLANNER®) certification through Rice University.

Spencer is committed to providing a high standard of quality financial services that you expect and deserve. He encourages a positive working partnership with his clients based on trust, dedication and integrity. He specializes in the areas of financial planning, retirement planning, income distribution, tax advantage strategies and wealth management. 

Spencer's goal is to deliver professional wealth management, sound advice and helping to create value, focus and understanding. His approach emphasizes the comprehensive financial management process to build upon the accumulated wealth of clients, while taking into account the need for capital preservation and family values.

Spencer is happily married to Rosalinda, together they are parents to four children:  Mia, Samuel, Lucas and Sol. Away from business, he loves to travel as a way to experience other cultures, and is especially a foodie; always excited about discovering the best places to eat and that offer a culturally rich experience. He also enjoys spending time with family and friends, outdoor activities, and playing basketball.


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Rosalinda Segovia-Robertson                                                                                                   

Client Service Specialist 

 

Rosalinda is your first point of contact. She provides operational support and client service for Spencer Jr., working closely with him to ensue all client transactions run efficiently. Rosalinda's precise attention to detail enables her to report on client activity and prepare all necessary documents to ensure the client has an enjoyable experience during their ongoing financial planning process. Her focus is also on providing excellent client experience and support, if you ever have any questions, Rosalinda can help. 

Prior to joining the Robertson Wealth Planning Partners team, Rosalinda had a successful career in administration. A Houstonian, Rosalinda earned her undergraduate degree from the University of Houston. She also completed graduate studies at Leeds University in England. 

With a background in administration and a genuine interest in serving and meeting client needs, Rosalinda is at her best when she is helping others. She has a true love for helping and a passion for connecting with people. She speaks four languages and loves to travel with Spencer Jr. and their family.

When she is out of the office, Rosalinda teaches yoga at the local community center to adults, seniors and children. She also enjoys spending time with her family and friends, cultivating a healthy lifestyle, reading, photography, and the arts. 


At RWPP we are commited to personal and professional growth, not only to advance our knowledge and skills, but to offer the best of ourselves to our clients and our community all large.

 The Robertson Wealth Planning Partners team looks forward to helping you work towards achieving your dreams and to pursuing financial freedom. 

 

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Have a Question?

Our advisors are here to help you get started. Set up a free, no-obligation consultation today (281) 842-1229.


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck