About My Practice
Dedicated to helping our clients accumulate, grow and protect their wealth, Greenleaf is an independent, fee only wealth management firm. We have decades of professional experience working with successful individuals and their families as well as business owners and entrepreneurs.
At Greenleaf, we act as your Personal CFO™, developing and implementing comprehensive wealth planning strategies to address the full range of your financial needs. Because your life and your goals aren’t static, we regularly monitor your plan, making adjustments as needed, so that you can chart a successful long-term course.
As your Personal CFO™ we take a principled and disciplined approach to managing your assets. As good stewards we attempt to minimize risk through effective diversification, while striving for the long-term growth needed to achieve your objectives. Additionally, we work to minimize the costs of investing, including using institutional asset classes and providing a disciplined approach to buying and selling.
As an independent firm, Greenleaf has a legal and moral fiduciary responsibility to:
•Act in your best interest with the skill, care and diligence of a prudent professional,
•Provide qualifications and compensation in writing, and
•Disclose any conflicts of interest.
And we have a duty to you of loyalty, care and competence, and are held to a high standard of trust. This means we take responsibility and will be held accountable for all the recommendations we make to our clients.
Ruth E. "Robin" Delaney, Certified Financial Planner (CFP®), Charter Life Underwriter (CLU) and Charter Financial Consultant (ChFC) is the president and founder of Greenleaf Financial Strategies, Inc. She holds a BS in Mathematics/Economics from Regis College, MA, a MBA in Finance from Hofstra University, NY and a MS in Accounting from Adelphi University, NY. Robin brings more than 25 years of financial and management experience to the Greenleaf team.
A strong believer in community activity and support, she is past president and treasurer of the board of directors of A Brighter Community, Inc. a not-for-profit day care facility for "at-risk" children in the Tampa Bay area. She is also a member of the Financial Planning Association, the Financial Analyst Society of Tampa Bay and the Society of Financial Services Professionals.
Before relocating to the Tampa Bay area in 1996, Robin worked with individuals and not-for-profit entities in the greater New York area. In Tampa, she has worked with individuals, as well as, small business owners, helping them to craft wealth accumulation strategies that are prudent and appropriate for the investor.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: FL, Health/disability insurance: FL, Fixed annuities: FL, Variable annuities: FL, NY, MD, VA, MA, GA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - MBA, MS, CLU
Geneos Wealth Management, Inc.
Securites and Advisory Services offered through Geneos Welath Management. Member FINRA/SIPC.
Considerations: Sliding scale fee on assets under management
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.