Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint

Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint
Portland, OR 97210
M-Th 9am-5:30pm, F 9am-6pm, Sa 9am-1pm, Su Closed

Monday: 
9:00 am – 5:30 pm
Tuesday: 
9:00 am – 5:30 pm
Wednesday: 
9:00 am – 5:30 pm
Thursday: 
9:00 am – 5:30 pm
Friday: 
9:00 am – 6:00 pm
Saturday: 
9:00 am – 1:00 pm
Sunday:  Closed

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.

Specialties

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

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