Robert J. Rockwell,  CFP<sup>&reg;</sup> - Financial Advisor

Robert J. Rockwell, CFP®

MS

1st VP

CCB Financial Services

38975 Proctor Blvd Box 38
Sandy, OR 97055
FINANCIAL ADVISOR'S WEBSITE
(503) 668-2530

General

Robert Rockwell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CCB Financial Services in Sandy, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MS- Financial Planning

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

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

More

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