Robby Starinsky, CFP®
Financial Advice and Retirement Planning For A Flat Fee
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Serving Clients Nationwide
Financial Advice and Retirement Planning For A Flat Fee
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Robby Starinsky, CFP®
Robby Starinsky, a Certified Financial Planner™ Professional, brings more than a decade of experience helping clients make confident decisions about their financial futures.Robby began his career at Vanguard as a brokerage professional before transitioning to retirement planning and ultimately becoming a financial advisor after earning his Certified Financial Planner™ certification. Throughout his time at Vanguard, Robby developed a broad perspective on the challenges clients face across different stages of their financial lives. His desire to build deeper, long-term relationships and provide more comprehensive planning led him to join Level Wealth Management in 2026.
Robby believes that meaningful financial planning starts with understanding what is most important to each client and building a thoughtful strategy around those priorities. He enjoys helping clients bring clarity to complex decisions and serves as a trusted partner as their goals, circumstances, and lives evolve.
A graduate of Wittenberg University, Robby lives in Charlotte with his girlfriend, Kelsey, and their two cats, Frankie and Kristof.
Outside of work, Robby enjoys traveling with Kelsey, particularly exploring new countries and seeking out experiences that offer a different perspective on the world. He also loves discovering new restaurants around Charlotte, spending time with friends and family, and finding new places to visit around the Carolinas.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
6135 Park South Drive, Suite 510, Charlotte, NC 28210
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to to schedule a quick 15-minute call with Robby Starinsky. During the introductory call, our goal is to answer two questions: 1. Why are you looking for a financial advisor? 2. What are you looking for in an advisor? This quick meeting helps us get clarity on your unique needs and financial situation. If we are not a good fit to help you achieve your financial goals, we will introduce you to another firm who is better suited to your needs.Offers Investment Management
Yes
About Level Wealth Management
Level Wealth Management is a flat fee-only financial advisor founded in Greensboro, North Carolina. We meet with clients in person in Greensboro, Charlotte and virtually across the country. Our mission is to make wealth management and retirement planning easy, straightforward, and stress-free .As Certified Financial Planner™ Professionals, Tax Planning Certified Professionals®, and fiduciaries, we provide comprehensive financial planning, investment management, and tax reduction strategies.
Together, we can help you build an intelligent portfolio, navigate the complexities of retirement, reduce taxes and tackle your financial goals.
WHAT WE BELIEVE
Smart money management should save you a fortune, not cost you one. With the innovative model of flat-fee advising and our obsession with efficiency, you can expect quality, transparency, and a process oriented approach when working with us.
✅ FAIRNESS: All clients and accounts matter equally. The size of your investment accounts will not determine your priority in our firm. Our clear, transparent model for fees creates equality and balance. We’ll manage your money with care, compassion, and the attention to detail you deserve.
✅ FLUFF FREE: Some firms throw wine tastings or buy you box seats. But those perks come at a cost. Instead of becoming party planners, we focus on what we do best… providing great financial services. You keep the extra money instead of us using it for client perks.
✅ TRANSPARENCY: As a flat fee firm, our advice and fees don’t change — no matter what the size of your portfolio is. The fees we charge are clear, transparent, and easy to understand. We make your wealth management and retirement planning process straightforward and stress free.
Education
Wittenberg University, Bachelor's Degree, Financial Economics and Business Management Double Major
Hobbies and Interests
- Family
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Entrepreneurs
- Living in Retirement
- Physicians
- Travel Lovers
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