FINANCIAL CARING FOR YOUR FAMILY AND BUSINESS
What sets us apart is that we care, it’s the driving force behind everything we do. We take the time to get to know you, what matters to you, what your goals are, and what keeps you up at night. Then every decision we make is with your best interest in mind to help you achieve your financial goals now and in the future. We care about you, your businesses, your family, and every aspect of your life because it’s the right thing to do. It’s how we’ve done it for three decades and it’s how we’ll still be doing it decades from now. People are our passion, and we care about each and every one we work with and will do everything we can to see you thrive.
We provide investment*, business, and estate planning** for business owners, executives, and affluent families.
We help them crystallize their goals and objectives and then work with their advisory team in taking action to complete the plan.
We are the catalyst in the planning process.
Robert J. Fincham Jr. CLU®, ChFC®, MSFS
CA Insurance License # 0823866
Professional Achievements and Memberships
New York Life Insurance Agent since 1986; Eagle Strategies Registered Investment Adviser since 1998; Consistent Council agent for 29 years; Served on the New York Life Agents Advisory Council three times and as President in 2011; Life and Qualifying member of the MDRT***.
Rob currently serves on the Board of Directors for the Family Access Network Foundation, an organization dedicated to linking families to resources so the children can maintain school attendance and performance. Rob served as Chairperson for the St Charles Hospital Foundation in 2002 and 2003. Rob is a member of the Mt. Bachelor Rotary club and serves on the Foundation and Peace through Service committees.
Graduate of Portland State University – Portland Oregon: Bachelor of Science Degree – Business Administration, emphasis in Advertising and Marketing. Graduate of The American College – Bryn Mawr, Pennsylvania: Master of Science in Financial Services.
Rob enjoys the Central Oregon outdoor lifestyle of golfing, hiking, and skiing. Rob is an avid performing and recording musician.