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Rob Horwitz Location
Portland, OR, US
Rob Horwitz Work
2025 -now Associate Financial Advisor @
2023 -2024 Paraplanner and Childfree Wealth Specialist Trainee @
2023 -2023 Client Service Specialist @
2016 -2023 Director of Relationship Development and Manager of First Step Cash Management @
2015 -2016 Logistics Coordinator @
2013 -2015 Patient Support Specialist @
Rob Horwitz Education
College for Financial Planning
Certificate in Financial Planning (Financial Planning and Services)
2021-2023
Buffalo State University
Bachelor's degree (Political Science and Government)
2008-2012
Rob Horwitz Summary
Rob Horwitz, based in Portland, OR, US, is currently a Associate Financial Advisor at Thompson Advisory Services. Rob Horwitz brings experience from previous roles at Childfree Wealth, Protected Investors of America, Money Quotient and Portland Pedal Power. Rob Horwitz holds a 2021 - 2023 Certificate in Financial Planning in Financial Planning and Services @ College for Financial Planning. Rob Horwitz has 4 emails and 1 mobile phone numbers on RocketReach.
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