Robert G Cleaveland

Current City: University Place, WA

43 years in financial services industry: Self-employed John Hancock Life Agent(1972-1982); Employee in family-owned Property & Casulaty Agency (1982-1999); Owner (1999-2011) of regional financial planning practice, Cornerstone Financial Strategies LLC, in University Place & Tacoma. Licensed as life, health, P&C, Series 7 and 66; Registered Investment Advisor Associate. Residential real estate landlord. Co-founder WA state Make-A-Wish® chapter (1986-1996); National Board Member Make-A-Wish® of America (1988-1994). Charter Member Tacoma North Rotary (1986-present). Franciscan Hospice volunteer (2013-present). SCORE Volunteer (May 2014-present). Volunteer, U S Open @ Chambers Bay, June 2015.

Resume

Education

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

Mentoring Methods

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