Toll Free  800.716.9818

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, LLC. 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 Proftssionals
COMMUNITY 
     • Church Outreach Activities • Family • Board responsibilities
     — Various Portland NonProfit Organizations • Active, USTA
     (United States Tennis Association) Member

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 Classes
     • Professional insurance Training/Management Courses
EXPERIENCE
     • Principal. Robinson Financial Group, LLC
     • 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

Rita J. Robinson, RN, BSN
Principal

Edwin G.  Robinson, Jr. CLU
Principal

Toll Free:
Local:
Fax:
E-mail:

1.800.716.9818
1.503.557.4997
1.503.557.1244
info@robinsonfinancialgroup.com

Bank Of Commerce
704 Main Street, Suite 232
Oregon City, OR 97045