Rob Greenman
CFP®, Chief Growth Officer, Partner
Outgoing, friendly, and caring, Rob is a huge believer in the power of connection and taking great care of clients. He learned lessons about building relationships at an early age from his dad, and those lessons stuck with Rob as he attended Occidental College and played football for the school.
Rob joined the Vista team in 2011 and is currently part of the firm’s executive committee and wealth committee. He holds a bachelor’s degree in economics and has also earned the Certified Financial PlannerTM (CFP®) designation.
Giving back to his profession and community is important to Rob, who is a former president of the Financial Planning Association (FPA) of Oregon and Southwest Washington. He is currently a board member and officer for LEAP, which creates empowering experiences for people facing adversity and trauma through wilderness programs.
Outside of work, Rob takes morning coffee walks with friends, runs when he can, and fly fishes with a tenkara rod on Mt. Hood. He also spends as much time with his family as possible, and he can often be found coaching his daughters’ softball teams.
Something you may not know about Rob: He’s a talented musician who can tickle the ivories, play basic ukulele, and carry a tune. He also makes fantastic German pancakes.