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Rosenbaum Financial, Inc. Employee Directory

Financial ServicesOregon, United States11-50 Employees

Rosenbaum Financial, Inc. is a Portland-based financial services firm that provides integrated financial planning, combining investments and insurance to support client goals. For more than five decades, the company has emphasized personalized service and independent advice. Its holistic approach seeks to understand both personal and business objectives to tailor strategies as needs evolve.

Its client base comprises individuals and business owners seeking cohesive planning and risk management. In 2021, the firm became part of merger activity with Coldstream Capital Management and its wealth management arm, reflecting regional consolidation in the financial services landscape.

Find Rosenbaum Financial, Inc. employees' phone numbers or email addresses

Rosenbaum Financial, Inc. Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Rosenbaum Financial, Inc.'s Leadership

  • Stylized image of a person
    A. C.
    Marketing Manager
    Mobile Phone
  • Stylized image of a person
    S. K.
    Executive Assistant
    Mobile Phone

Rosenbaum Financial, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Rosenbaum Financial, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. C.
    Marketing Manager
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. K.
    Executive Assistant
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Rosenbaum Financial, Inc. known for?

Minus sign iconPlus sign iconRosenbaum Financial, Inc. operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-503-352-****
. Explore Rosenbaum Financial, Inc.'s company overview page for more information.

What is Rosenbaum Financial, Inc.'s most common email format?

Minus sign iconPlus sign iconRosenbaum Financial, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rosenbaum Financial, Inc. email formats with LeadIQ.

How many employees does Rosenbaum Financial, Inc. have currently?

Minus sign iconPlus sign iconRosenbaum Financial, Inc. has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Rosenbaum Financial, Inc.'s key employees and leadership?

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As of July 2026, Rosenbaum Financial, Inc.'s key employees include:

  • Marketing Manager: A. C.
  • Executive Assistant: S. K.

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