C3 Financial Partners

C3 Financial Partners and Robin Glen Create a Strategic Partnership

For Immediate Release: June 26, 2023

Two industry-leading firms have engaged Celeste Moya

Dallas, TX: Robin Glen, a leading group of planning specialists, and C3 Financial Partners, a preeminent broker of life insurance as a planning tool, are excited to announce they have entered in a strategic partnership by jointly engaging leading insurance consultant, Celeste Moya.

This partnership allows Celeste to work with both companies, brings together the breadth and depth of two leading firms in the life insurance and planning spaces, and is based on a history of mutual admiration and respect among the principals.

“I am thrilled to work with both Robin Glen and C3 Financial partners,” said Celeste.  “C3 is a long-time leader in the world of life insurance with an unmatched history and reputation for excellence.  Meanwhile, the team at Robin Glen has a new and unique vision of how planning should be done.  To have access to both is truly a dream combination.”

“Collaboration has always been part of our business model,” says Todd S. Healy, founder of C3 Financial Partners.  “This partnership allows us to collaborate with another leading firm, via Celeste and her work, to offer our clients even greater clarity, confidence, and coordination.”

“We are committed to redefining how planning is done and partnering with the best people in the industry,” says Robin Glen Managing Partner Kris Stegall.  “That applies to the team we have assembled internally at Robin Glen but also includes entering into creative partnerships like this with other industry luminaries.”

About Robin Glen: Robin Glen is a team of planning professionals committed to crafting cohesive, integrated plans that yield long-term results.  Using expertise in income and estate tax, private capital, and insurance analysis and design, they create unique solutions that deliver impactful results for our clients and advisor partners.

About C3 Financial Partners: C3 Financial Partners was founded to help clients preserve family wealth and business success and achieve philanthropic goals by offering life insurance as a planning tool, guided by deep expertise, with a strong commitment to client continuity.  Their goal throughout any client interaction is to bring clarity, confidence, and coordination to the process.

Securities offered through Valmark Securities, Inc. (VSI), a member of FINRA and SIPC. Investment advisory services offered through Valmark Advisers, Inc. (VAI), an SEC-registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information regarding VAI and VSI. VAI/VSI, C3 Financial Partners, and Robin Glen are separate entities.

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