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Testimonial

“We have worked with James Robeson with Robeson & Associates, Inc. for over 10 years. James, or Jim as we know him, is a trusted friend, advisor and agent for our company. We respect and appreciate his core values. He has always had our best interest in mind and that of our employees. Jim has assisted us in establishing quality, affordable health and dental insurance, disability insurance, life insurance and our 401k retirement plan.

Jim is diligent in keeping up with our needs when it comes to insuring our people and monitoring our retirement plan. We can always count on Jim to be there when we need him to act as liaison to answer any questions or get involved with solving any issues as it pertains to our policies. We highly recommend Jim for all of your insurance and retirement planning needs.”

Willie Payne, President
Kathleen Payne, Chief Financial Officer
Payne Pest Management Inc.

Mission

Our Mission at Robeson & Associates, Inc. –

To help business owners, professionals and their families by delivering exceptional value in successfully overseeing and supporting their insurance and benefits plans. Our goal at Robeson & Associates, Inc. is helping our clients determine what they truly want from their personal and business lives, create wealth preservation strategies that will help protect those plans from the changes in the economy, and help them leave a legacy for their family and their community.

Robeson & Associates, Inc.partners with associates in Estate & Financial Planning, and Individual & Commercial Insurance Services for your specific needs – Kennedy Insurance, Mike Hill, MBA at San Diego General Insurance Agency, Inc. and Stacy L. DenHerder, Attorney, at DenHerder. Let us know if you’d like to take advantage of our great connections in these areas.

Meet Jim Robeson

SAN DIEGO – In 1978, Jim began his insurance career as an agent with the New York Life Insurance Co. In the early 1980’s he served in a variety of capacities for companies including E. F. Hutton Life (marketing director to South Calif. agents), E. F. Hutton & Co (life specialist in brokerage house), and Pacific Life (life specialist).

Jim founded Robeson & Associates, Inc. in 1983 and began specializing as an insurance and benefits consultant. He has reset the bar among his professional peers with the manner in which he tailors his client’s financial needs.

Held in high esteem by both customers and peers, Jim doesn’t stop with just providing his initial service. He cares about his clients and has a history of taking the extra step and remaining close to them long after their initial business dealings.

Whether helping plan the insurance and benefit needs of individuals or small business owners, he quickly grows familiar with the client’s circle of professional advisors, and easily works hand-in-hand with them to make sure the client’s assets are protected through innovative and creative cost savings and estate planning designs.

Jim has been providing his special brand of professional service for more than 40 years. He earned his Chartered Life Underwriter designation in 1987 and his Chartered Financial Consultant designation in 1989. Jim is involved with the National Association of Health Underwriters, the California Association of Health Underwriters and The American College of Financial Services.

Jim has lived in San Diego since 1965 and spends time working out, hiking, and surfing. Jim has three adult children and four grandchildren.

For more information contact Jim Robeson at jim@robesonassociates.com, or call him directly at (858)-935-9120.