Robert is passionate about the financial lives of his clients. Their hard earned money represents years of toil, so protecting and growing their wealth is a responsibility he does not take lightly. In addition to his financial advisory practice, he is one of the three owners of Cascadia Wealth Management, serves as an instructor for local retirement planning classes, sponsors educational workshops, and chairs the firm’s investment committee.
He has achieved the industry designations of Certified Wealth Strategist (CWS®) and Accredited Investment Fiduciary (AIF®). He is an Investment Advisor Representative and Registered Representative with Cetera Advisors LLC, member FINRA, SIPC and holds a Series, 7, 6, 63, and 65 securities registrations.
Robert lives in West Linn with his wife of 29 years. They have one son and four daughters, all of which are now adults. He says “It takes a lot of love to raise a child, but it also takes a little money.” He likes to joke that after 6 sets of braces (yes, one of them did it twice – what luck), 31 cumulative years of piano lessons, and 3 kids in college at once, that he has a pretty good appreciation for the value of a dollar.
With 53 years of life, 3 decades of business experience, and a lifetime commitment to continuous learning, nobody works harder for their client’s financial goals than Robert does