Robb Severdia

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

Robb Severdia's Colleagues at Cross Financial Management
Jay Torgerson

Owner

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Tom Ouimette

Wealth Advisor

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Jennette Quinn

Certified Public Accountant

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Mubashshera Sutarwala

Staff Accountant

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Robb Severdia

Financial Planner

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Ron Harmening

tax director

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Tristan Collins

tax manager

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Robb Severdia'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 Area
Company
Cross Financial Management
Robb Severdia'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

Retirement Plan Consulting Wealth Management Services Executive Benefits Financial Services Financial Advisory Services
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Frequently Asked Questions about Robb Severdia
Robb Severdia currently works for Cross Financial Management.
Robb Severdia's role at Cross Financial Management is Financial Planner.
Robb Severdia's email address is ***@crossfinancialmgmt.com. To view Robb Severdia's full email address, please signup to ConnectPlex.
Robb Severdia works in the Financial Services industry.
Robb Severdia's colleagues at Cross Financial Management are Jay Torgerson, Tom Ouimette, Jennette Quinn, Mubashshera Sutarwala, Robb Severdia, Ron Harmening, Tristan Collins and others.
Robb Severdia's phone number is 503 430-0563
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