Robin L. Clay EA, CFS, CAS
Robin received her Bachelor of Science degree in Hotel and Restaurant Management from Widener University in 1992, and that was her first career. She then received her Bachelor of Science degree in Accounting from Ursinus College in 2000.
In addition to the licenses required to be an Investment Advisor Representative (IAR), she has also earned her insurance license, Enrolled Agent, Certified Fund Specialist and Certified Annuity Specialist designations.
After ten years of increasing financial and managerial responsibilities with the nutrition, food service, and catering areas in major Philadelphia hospitals, she decided to make a career change centered around her accounting degree.
She joined her father's practice in 2001, and her attention to detail and customer service specialization made her a valuable asset to our clients and to the firm. She was made partner in 2006 and became the owner of the firm in 2018.
Robin believes that you must take a holistic approach encompassing all aspects of a client’s financial well-being. Robin's focus is on educating her clients. She wants them to understand what they have, why they have it, and how it works.
Her goal is to present all of the options available so that clients can make an informed decision and implement a strategy that best fits them. Using that strategy, Robin provides constant management and review to make sure their plan is ever evolving with their lives. She treats her clients like family and welcomes their laughter and tears.
Robin is married with two amazing children and a very special dog. Her family is her joy, and time away from the office is spent with them.
Job Title
Investment Advisor Representative, Enrolled Agent, Insurance Agent and Owner
robin.clay@ceterafs.com for investment questions
robin@trpfs.com for all other inquiries
Phone
Fax
(215) 723-7461
Samantha D'Orazio
Samantha joined our firm in 2025 and has been a real asset to us since. She is the friendly face to greet you in person and over the phone.
She goes out of her way to assist clients with their needs, and as our Client Services Assistant, and Robin’s Executive Assistant, she supports the firm in every aspect of what we do.
Samantha is currently working towards her bachelor’s degree, and she values any new education she gains while working alongside Robin.
She loves being outdoors, working out and practicing yoga, and spending time with her loved ones.
Job Title
Executive Assistant and Client Services Specialist
E-mail
samantha.dorazio@ceterafs.com for investment questions
samantha@trpfs.com for all other inquiries
Phone
Fax
(215) 723-7461