Robert G Cleaveland

Current City: University Place, WA

40 years in financial services industry: John Hancock Life Agent(1972-1982); Family-owned P&C Agency (1982-1999);
Owner of regional financial planning practice, Cornerstone Financial Strategies LLC, in UP & Tacoma. Life, health, P&C, Series 7, 66 licensed; RIA. Residential real estate landlord. Co-founded WA state Make-A-Wish(r)chapter (1986-1996); National Make-A-Wish(r) Board (1988-1994). Franciscan Hospice volunteer (2013-present). Volunteer, U S Open @ Chambers Bay, June 2015.

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Education

BA, English, Ohio Wesleyan University. Professional designations CLU, ChFC.

Mentoring Methods

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