Robert Beswick CLU^®, CHFC^®, CFP^®

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 42 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.

Specialties:

• Investment and Risk Management Planning
• Trust and Funding Options
• Estate Planning
• Life, Disability and Long Term Care Insurance

Activities:

• Member, Sigma Alpha Epsilon

Education:

• Bachelor of Science in Business Administration and Finance, University of Oregon

Certifications & Designations:

• CERTIFIED FINANCIAL PLANNER®
• Certified Life Underwriter® (CLU®)
• Chartered Financial Consultant® (ChFC®)

Licenses

• FINRA Series 2, 6, 7, 22, 24, and 63 registrations through LPL Financial
• Life, Health, and Variable Annuity licenses in Oregon and Washington

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_{*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}