Robert E. Washburn, CFP®
Founder
Northeastern University – Boston, Massachusetts
- Bachelor of Science Degree in Business Administration
- Major in Finance and Insurance
- Minor in Economics
- Post graduate studies in Real Estate at Boston University
CERTIFIED FINANCIAL PLANNER CERTIFICANT ™
Honorably Discharged U.S. Army
Fleet Financial Services
Bob served as Investment Manager, including fixed income portfolios. He assisted with formulation of policy, authored periodic fixed income letters for clients and other portfolio managers, and was responsible for investment of model bond portfolios, as well as the equity portion of retirement plans.
1976 – Co-founded the Providence Group Investment Advisory Company
- Senior Partner
- Chair of Investment Policy Committee
- Assets under management: $700,000,000
1994 – Graduate of CFP Professional Education Program
- College of Financial Planning in Denver, Colorado