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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Robin Boren-Coleman Sexton

Southern California estate planning and financial services professional with over 27 years of experience. Robin is a Vice President and Senior Wealth Planner at City National Bank. Robin partners with internal wealth management specialists to advise...

ABOUT ROBIN

Southern California estate planning and financial services professional with over 27 years of experience. Robin is a Vice President and Senior Wealth Planner at City National Bank. Robin partners with internal wealth management specialists to advise high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning and provide customized services to clients throughout Orange County and San Diego.