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Robert Beswick

CERTIFIED FINANCIAL PLANNER™ , Financial Advisor

Preisz Financial

United States, Oregon, West Linn

About Me

Bob is a Registered Principal with LPL Financial, largely working with business owners, employees, trusts, and fiduciaries. His goal is to help clients understand their financial concerns and opportunities by providing guidance and simplifying complex issues. Bob has more than 35 years of experience in the financial services industry. Prior to joining Preisz Financial, he worked as a representative with Nationwide Financial and Pacific Life, and as an Equity Coordinator with Mass Mutual. Bob is a born and raised Oregonian who is married to his high school sweetheart, Linn. Bob enjoys the outdoors, especially fly fishing for trout and steelhead around the Pacific Northwest.

Profile Information

CERTIFIED FINANCIAL PLANNER™ , Financial Advisor

Preisz Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

West Linn

Oregon

United States

May 15, 2024

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