Robb Cfp

Financial Planner at Cross Financial Management - Aloha, OR, US

Robb Cfp's Colleagues at Cross Financial Management
Christina George

tax senior

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Ron Harmening

tax director

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Tristan Collins

tax manager

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Corey Levine

Financial Consultnt

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Dana Williamson

Tax Accountant

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Ankit Palan

Financial Advisor

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Robb Severdia

Financial Planner

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Robb Cfp's Contact Details
Email (Verified)
***@crossfinancialmgmt.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
503 430-0563
Location
Portland,Oregon,United States
Company
Cross Financial Management
Robb Cfp's Company Details
Cross Financial Management logo, Cross Financial Management contact details

Cross Financial Management

Aloha, OR, US • 20 - 49 Employees
Financial Services

Cross Financial Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients — not to a parent company. Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.crossfinancialmgmt.com. Securities offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.org

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Details about Cross Financial Management
Frequently Asked Questions about Robb Cfp
Robb Cfp currently works for Cross Financial Management.
Robb Cfp's role at Cross Financial Management is Financial Planner.
Robb Cfp's email address is ***@crossfinancialmgmt.com. To view Robb Cfp's full email address, please signup to ConnectPlex.
Robb Cfp works in the Financial Services industry.
Robb Cfp's colleagues at Cross Financial Management are Christina George, Ron Harmening, Tristan Collins, Corey Levine, Dana Williamson, Ankit Palan, Robb Severdia and others.
Robb Cfp's phone number is 503 430-0563
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