
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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