Our Story

At Robertson Financial, we began with a simple but powerful goal: to provide clients with the highest level of clarity, accuracy, and support during some of life’s most challenging financial transitions.

What started as a commitment to quality has grown into a trusted resource for individuals, attorneys, and legal teams navigating the financial complexities of divorce. We specialize in providing essential divorce support that helps our clients understand their financial situations clearly.

A financial analyst woman sitting at a large wooden desk in an office, with a tablet, office supplies, and a desktop organizer, in front of a window with blue curtains and a framed picture of a building on the wall.

  • With more than 10 years of specialized experience in financial analysis, document review, and divorce‑related financial planning, we have built a reputation for delivering dependable, detail‑driven work. Our background spans U.S. financial systems, retirement structures, tax considerations, and the unique financial questions that arise during divorce. This depth of experience allows us to translate complex financial information into clear, actionable insights, ensuring financial clarity for our clients.

  • Quality is at the center of everything we do. Whether we are reviewing documents, modeling financial scenarios, or supporting attorneys with case strategy, our focus is always on accuracy, transparency, and practical guidance. Clients trust us because we take the time to understand their situation, explain the numbers in a way that makes sense, and ensure that every financial decision is grounded in reliable analysis.

  • We believe the best outcomes happen when everyone is working together. That’s why we partner closely with attorneys and legal teams throughout the process. Our role is to provide the financial clarity that supports legal strategy, strengthens negotiations, and empowers clients to make informed decisions. We serve as a bridge between the financial and legal sides of divorce, ensuring that nothing is overlooked and every detail is understood.

  • At Robertson Fianancial, you can expect professionalism, compassion, and a dedication to excellence. We are here to help you navigate the financial side of divorce with confidence—one clear, well-explained step at a time.

Our Team

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Yuni-Nguyen Robertson

Owner & CEO - CDFA®
Robertson Financial by Yuni
Yuni Nguyen Robertson is the Founder and Principal of Robertson Financial by Yuni,  and a Certified Divorce Financial Analyst® with more than 6 years of experience providing financial clarity, tax insight, and strategic analysis to individuals navigating divorce. Her work is driven by a deep passion for helping people move through one of life’.

—— Advisory Relationship ——

Stephen E. Robertson

Managing Attorney & Mentor
For over 20 years, Mr. Robertson has represented Greensboro and North Carolina residents and their families in legal matters involving North Carolina Family Law. His legal practice covers a wide range of family law issues, particularly child custody, child support, spousal support, and property division cases. During that time, Steve has earned the professional respect of the legal community in North Carolina. Now, he has expanded his scope to Bankruptcy Law where he will continue to serve clients in both Family and Bankruptcy Law.
Law Office of S.E. Roberstson
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Alejandra De Jerónimo

 Financial Doc. Specialist
 BA in Finance 
Alejandra de Jerónimo is a finance professional specializing in Financial Management, with a focus on supporting individuals through the financial complexities of divorce. Currently completing her degree in Finance, she has ranked among the top students in her program, reflecting her strong analytical skills and disciplined approach.

She has worked closely with specialized attorneys, providing financial support in divorce cases and is highly familiar with asset division, financial planning, and case-related analysis. Alejandra also has experience in other areas of finance, including bankruptcies and comprehensive financial planning.

With a detail-oriented and client-focused mindset, she is committed to delivering clear, practical guidance to help clients navigate complex financial situations with confidence.
Director of Operations
MBA

Carlos Lopez Bernard

Carlos Lopez Bernard holds a Master's in Project Management and an MBA, with vast experience in finances, customer service, projects, marketing, and financial services. He has excelled in leadership roles, directing key areas in service-oriented and financial companies.
Carlos has earned recognition for his financial career achievements, driving significant banking transformations—including faster client response processes, process technologization, and bureaucracy elimination. He has also boosted marketing efforts across companies, enhancing public visibility and growth.
Carlos currently leads the financial department at a law firm in Greensboro, streamlining accounting processes and firm administration. Additionally, he manages marketing for a language academy, implementing web and social media improvements.