Financial Planning
Robert Wilmington
After gaining a strong understanding of your goals and dreams, I will work with you to identify financial options as part of a plan structured to continually build toward achieving your success.
About me
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.

Branch: NW 27th & Vaughn, Stadium, 160th & Mill Plain, Andresen, Burton, Salmon Creek, Orchards
Phone: 503.944.6459
Toll-Free: 1.800.527.3932, ext. 6859
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
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