Meet Our Team

Robin Urciuoli, CFP®, CPA

Robin joined Bickling Financial Services, Inc. in 2019 as a Senior Client Relationship Manager.

After ten years in public accounting Robin began working with Beacon Financial. She then passed the Certified Financial Planner (CFP) and the Series 65 exam (securities license required for individuals to act
as investment advisers in the US). Her breadth of experience as a Certified Public Accountant (CPA, solid analytical and strong communication skills segued well, and it continues to be natural fit to assist clients with their long-term financial goals.

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 can be reached at 781-862-9792 or robin.urciuoli@bickling.com.

  1. Puppy Parent
  2. Pony Parent
  3. Loves the beach especially with the niece & nephew
  4. Runs on coffee
  5. A massage therapist in ‘spare time’
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Securities offered through PKS, Member FINRA/SIPC. Headquartered at 80 State St, Albany NY 12207. Bickling Financial Services, Inc and PKS are not affiliated entities.

Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.