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

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      Financial Planners, Financial Services, Investment Advisory Service

      503-944-6459

      CLOSED NOW: 
      Today: 9:00 am - 1:00 pm
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      DETAILS
      General Info
      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.
      Extra Phones

      Fax: 503-273-1796

      TollFree: 800-527-3932

      Hours
      Regular Hours
      Mon - Thu:
      Fri:
      Sat:
      SunClosed
      Categories
      Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds
      Services/Products
      401(k), 403(b), Traditional IRA or Roth IRA. Cash management Comprehensive retirement planning Environmental, social, and governance investing (ESG) Estate & charitable foundation planning Financial planning Investment management Public employee retirement system (PERS) planning Risk management Social Security planning Socially responsible investing (SRI) Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans.
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