Rosenbaum Financial, History of Rosenbaum Financial LLC, Mark Rosenbaum, Fred Rosenbaum

Over a half-century ago, Fred Rosenbaum started a solo practice selling life insurance and annuities for Standard Insurance Company in Portland, Oregon. Fred became a legend in Standard history - a member of their Hall of Fame and a leader in the insurance industry. His son, Mark Rosenbaum, our Managing Partner, joined his father to form Rosenbaum and Rosenbaum in 1982.

Because we had broad experience in life insurance, retirement plans and estate planning, our clients asked us to handle their non-retirement investments as well. In 2002, we changed our name to Rosenbaum Financial, LLC to better reflect the spectrum of products and services that we offer.

Fred Rosenbaum started at Standard Insurance Co. in 1956

Fred attained Million Dollar Roundtable status in 1964

Fred was named President of Standard's Leaders Club in 1968, by being the company's leading agent

Mark Rosenbaum joins the insurance business in 1977

Rosenbaum and Rosenbaum was formed in 1982

Mark attained Million Dollar Roundtable status in 1984

Rosenbaum Financial, LLC was formed in 2002

Reached $50M in assets under management in 2003

RF Core Equity Portfolio registered in 2003

Reached $100M in assets under management in 2005

Reached $150M in assets under management in 2009

For 2009, Rosenbaum Financial was named #1 in the United States by its broker/dealer, Ameritas, for individual assets under management

In 2010, Mark attained Top of the Table status for the 10th year