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Since founding Jackman Wealth Management, LLC. in the fall of 2009, during the depths of the Great Recession, it has been Rob’s singular focus to take the complexity out of the financial planning and investment process for his clients.

 

Utilizing a goals-based approach, Rob helps individuals to think about what is most important to them in their financial lives.  For over 25-years, Rob has helped those with questions such as “Can you handle the complexity of my situation?”, “How can you make my life easier”, or “What are you going to do with my money” find a solution.

 

Financial planning and investment management does not have to be difficult.  In addition to teaching the MBA investment course at Willamette University and the upper-level investment course at Corban University, Rob has spoken to high school seniors, church classes, company employees and senior executives on topics ranging from budgeting, cash flow management, portfolio design and implementation, along with a host of other financial topics.  In the end, his goal is to make the subject interesting and understandable.

 

Rob’s educational background includes a degree in Finance from the University of Oregon, an MBA in Finance from Arizona State University along with earning the Chartered Financial Analyst (CFA) designation.  He has served in the community as a board member for the Elsinore Theater and the Marion/Polk county YMCA.  He is a speaker for the 501(c)3 non-profit Society for Financial Awareness (SOFA).  His experience includes working for the Charles Schwab Corporation, Morgan Stanley and Well Fargo Advisors.  Finally, you can hear him each weekday morning at 8:05 am as he gives a stock market report on 1430am KYKN.