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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.


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Articles by Rob Greenman
Financial planning

Turn Leftover 529 Funds into Tax-Free Treats

ArticleMay 29, 2024By Rob Greenman, CFP®

Money left in your 529 plan? Discover smart ways to handle leftover 529 college savings, from supporting other family members’ education to possibly rolling into a Roth IRA.

Investing

Mind the Gap, Mind Your Money

ArticleDecember 21, 2023By Rob Greenman, CFP®

Market timing can be costly. Find out how emotional investment decisions create a significant “behavior gap” between market returns and what most investors actually earn.

Investing

Cryptocurrency Dreams and Blockchain Schemes: Should You Get in on the Action?

ArticleSeptember 24, 2021By Rob Greenman, CFP®

Cryptocurrency, blockchain, and Bitcoin continue to dominate headlines while generating hearty doses of FOMO (fear of missing out). If you’re wondering what the big deal is—and whether you should get […]

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