Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint
Alt: (503) 944-6459
Fax: (503) 273-1796
Toll Free: (800) 527-3932
Business hours
| Monday | 9:00am to 5:30pm |
| Tuesday | 9:00am to 5:30pm |
| Wednesday | - |
| Thursday | 9:00am to 5:30pm |
| Friday | 9:00am to 6:00pm |
| Saturday | 9:00am to 1:00pm |
| Sunday | - |
About us
I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to help you reach your financial goals through a personal relationship, establishing strategies and continual education, and achieving success through knowledgeable financial advice.
I have a Bachelor of Science degree in Bioengineering from Texas A&M University. My goals and dreams have allowed me to work in direct support of NASA, build startup companies, and develop life-saving medical instrumentation. I hold securities licenses series 66 and 7, as well as my Oregon and Washington Life and Health insurance licenses.
I enjoy spending time with my wife and three children hiking the Pacific Northwest, traveling domestic and internationally, and taking part in just about any outdoor adventure.
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| Tags | Financial planning, Wealth management, Investment services, investment consultation, Investing, Saving for college, Planning for retirement, Managing wealth, Financial plan, Financial goals, Investment management, Cash management, Risk management, estate planning, charitable foundation planning, Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), Financial advice, Financial advisor, Retirement, Life insurance, Risk mitigation, Conscious investing, Social Security planning, Public employees retirement system (PERS), Endowment planning, Asset allocation |
| Specialties | Securities licenses series 66 and 7, as well as my Oregon and Washington Life and Health insurance licenses. |
| Products | Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), 401(k), 403(b), Traditional IRA or Roth IRA., Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans. |
| Services | Investment management, Cash management, Risk management, Financial planning, Estate & charitable foundation planning, Public employee retirement system (PERS) planning, Social Security planning, Comprehensive retirement planning |