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Jody Robinson is a Certified Financial Planner (CFP®) with experience in wealth management and financial planning. They have worked as a Partner at Kingsview Partners and authored a book titled "Money Messages." With a background in investment services and sales support, Jody has worked at companies such as Morgan Stanley and Edward Jones. They also have a background in business analysis and project management, holding degrees from North Dakota State University, University of California, Santa Cruz, and College for Financial Planning.