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Robby Starinsky (CFP®)

Robby Starinsky focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Robby Starinsky, CFP® is a Charlotte, NC fee-only financial planner. Robby joined Level Wealth Management because of his desire to build deep, long-term relationships and provide comprehensive planning. LWM partners with clients to construct the roadmap to retirement, create intelligent portfolios, and focus on minimizing taxes. Utilizing a flat retainer fee structure that is not based on how much a client has in assets, LWM reduces conflicts of interest and increases the likelihood of clients keeping more of their investment returns. Robby meets virtually with clients and in-person in Charlotte and Greensboro.

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.

Additional Information

A graduate of Wittenberg University, Robby lives in Charlotte with his girlfriend, Kelsey, and their two cats, Frankie and Kristof. Outside of work, he 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.

NAPFA Start Date

August 27, 2026

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6135 Park South Drive, Suite 510 Charlotte, NC 28210 Phone: (704) 312-2490
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