About Us
Meet Robinson Financial Services
Proudly serving the financial interests of businesses and individuals throughout the Northwest. Please contact us with any questions you may have regarding our company and services. One of our representatives will be happy to help you.
Who We Are
Rita J. Robinson, RN, BSN Principal
Education
- Nebraska Wesleyan University BS Biology/Chemistry
- University of Nebraska, BSN (Bachelor of Science And Nursing, RN (Registered Nurse)
- LUTC (Life Underwriter Training Council) Training
- Professional insurance Training/Management Courses
Experience
- Principal. Robinson Financial Group
- Regional Sales Manager Insurance Professional
- Selection Research Analyst for Insurance Professionals
- Owner, Heart to Heart Professional Home Care
- Supervisor / High Risk Medical Mgmt/ICU/CCU
- Public Sector Manager / Oregon
Awards
- Nationally Recognized Sales and Marketing Excellence Awards
- Multiple Company Achievement Awards
- Nationally Recognized Insurance Sales Manager
- E. B. Award for Outstanding Nurse of the Year
Memberships
- National Association of Insurance and Financial Advisors, Current Board of Directors/Oregon/President, Past Board of Directors/Portland
- National Association of?Health Underwriters
- National Senior Advisors Member
- American Heart Association Board of Directors
- Japan America Society
- American Nurses Association / National Hospice Association
Community
- Church Activities ? Family ? Community Outreach Programs
- USTA Tennis Member, Running, Painting
Edwin G. Robinson, Jr. CLU Principal
Education
- University of Oregon, BS (Political Science/Business)
- CLU (Chartered Life Underwriter with 5 year study course)
- LUTC (Life Underwriting Training Council)
Experience
- Principal, Robinson Financial Group, Portland, OR
- 30 Years + Client Services (Pensions, Life/Health, Retirement Options, Long Term Care insurance Design, Business Insurance)
Professional
- Board of Directors, Portland CLU Society
- Instructor, CLU Professional Course of Study
- National Association of insurance and Financial Advisors (NAIFA)
- University of Portland (Guest Lecturer, School of Business)
Industry
- Million Dollar Round Table (Life Member)
- Life Insurance Leaders of Oregon (Life Member)
- National/State (National Sales Achievement Awards), National Quality Awards, Life Member Life Insurance Leaders of Oregon).
- Society of Financial Service Professionals
Community
- Church Outreach Activities
- Family
- Board responsibilities ? Various Portland NonProfit Organizations
- Active USTA (United States Tennis Association) Member