[title]

Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > Oregon > Sandy > Robert J. Rockwell, CFP®, MS

Robert J. Rockwell, CFP®, MS

Planner List SAVED PLANNERS (0)

CCB Financial Services

38975 Proctor Blvd

PO Box 38

Sandy, OR 97055

Phone: (503) 668-2530

Fax: (503) 668-3424

Saved in Saved Planners

Household Income Minimum: $50,000
Investable Asset Minimum: $5,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
Banking
Charitable & Planned Giving
Annuities
Asset Allocation
Investment Management
Estate Planning
Employee Benefits
Insurance
Retirement
Stocks & Bonds
Long-term Care

How Planner Charges

N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

Terms of Use | Glossary | Provide Feedback