About Us

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.


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.


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.

** Neither New York Life nor Eagle Strategies or any of their representatives provide tax or legal advice.

***Council is an annual company recognition program based on agent production from July 1- June 30.
****The Million Dollar Roundtable (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.





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