Our Mission
We provide investment*, business, and estate planning** for business owners, executives, and affluent families.
We help them crystalize their goals and objectives and then work with their advisory team in taking action to complete the plan.
We are the catalyst in the planning process.
Robert J. Fincham Jr. CLU®, ChFC®, MSFS
Financial Adviser
CA Insurance License # 0823866
Professional Achievements and Memberships
New York Life Insurance Agent since 1986; Eagle Strategies Registered Investment Adviser since 1998; Consistent Council agent for 29 years***; Served on the New York Life Agents Advisory Council three times and as President in 2011; Life and Qualifying member of the MDRT****.
Community Involvement
Rob currently serves on the Board of Directors for the Family Access Network Foundation, an organization dedicated to linking families to resources so the children can maintain school attendance and performance. Rob served as Chairperson for the St Charles Hospital Foundation in 2002 and 2003. Rob is a member of the Mt. Bachelor Rotary club and serves on the Foundation and Peace through Service committees.
Education
Graduate of Portland State University – Portland Oregon: Bachelor of Science Degree – Business Administration, emphasis in Advertising and Marketing. Graduate of The American College – Bryn Mawr, Pennsylvania: Master of Science in Financial Services.
Personal
Rob enjoys the Central Oregon outdoor lifestyle of golfing, hiking, and skiing. Rob is an avid performing and recording musician.
* All investment advisory services are offered through Eagle Strategies LLC, a registered investment advisor.
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