Business claimed
Last updated: 6 days ago
Listed in:
Investment Services
,
Financial Planning
About Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint
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 financ Go to full description...
Contact information
5032731796
M Closed, Tu-Th 9am-5:30pm, F 9am-6pm, Sa 9am-1pm, Su Closed
Additional business details
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.

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
Specialties:
Securities licenses series 66 and 7, as well as my Oregon and Washington Life and Health insurance licenses.