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Content for Rob Young


Rob is passionate about helping his clients achieve their goals, both personal and financial. With a belief that each person’s need and priorities are unique, he uses his years of experience in portfolio management and financial planning to help his clients understand their options and chart a clear path for the future.

Outside the office

Born in Portland, Rob enjoys spending time with his wife and son as well as traveling to the Oregon coast, running, and playing squash.

Education, Designation & Credentials

  • B.A. English
  • MBA

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