Belin Robertson

Belin Robertson

Head of Wealth Management, West Coast

"I am privileged to lead SFG in its growth on the West Coast. Helping families, professionals, and business owners with their wealth planning, wealth transfer, and philanthropic wishes and working with their other trusted advisors brings me true satisfaction."

As Head of Wealth Management West Coast, Belin brings 20+ years of experience to SFG. He provides comprehensive financial planning and investment management, focusing his work on high net worth business leaders and executives, with an emphasis on complex tax and estate issues and the development of strategies to reduce income and estate taxes.  

Belin recently joined SFG from Merrill Lynch/Bank of America, where he served as First Vice President and Trust Specialist in the Southern California market. He oversaw complex wealth transfer, business transition planning and estate planning for the clients of 400+ advisors. Prior to first joining Merrill Lynch in 2008, Belin worked for Neuberger Berman helping clients with their investment and wealth planning needs. Belin started his career in finance at Wilmington Trust in California, with a focus on helping clients with their Delaware trust needs. 

Belin graduated from Lehigh University in Bethlehem, Pennsylvania, with a Bachelor of Arts in History with Honors and a Minor in German. Belin also graduated from the University of Southern California’s Marshall School of Business with an MBA in Finance. Belin holds several FINRA licenses, as well as insurance licenses in California, Pennsylvania, Delaware, Arizona, Hawaii, and other states. Belin resides in Irvine, California, with his wife, son, and daughter.