Steve Forman, CRC®
Certified Retirement Counselor® and Investment Advisor
Steve’s experience with Investing and Financial Advising spans many years. He began working with Investments in 1965, and he founded the Forman Investment Company in Salem, Oregon in 1973. After managing his own firm for many years, he was associated with Jewett Investment Company as a Registered Investment Advisor, Dean Witter Reynolds Inc. as an Account Executive and Retirement Planning Specialist, Wells Fargo Bank as an Investment Officer, and Key Bank/McDonald Investments as an Investment Executive. Steve has been with Rosenbaum Financial and it’s predecessor firm since 2001.
Steve graduated from Menlo School of Business Administration with a Bachelor of Science degree in Business Administration. He also studied law at Willamette University. Steve has earned the Certified Retirement Counselor® Designation from the International Foundation for Retirement Education at Texas Tech University. He is also a graduate of the NAIFA Leadership in Life Institute (LILI).
Despite his busy schedule, Steve has devoted time to hold voluntary positions with many community and charitable organizations. These include serving as a Trustee of the Catlin Gabel School, Director of the National Conference of Christians and Jews, Portland Chapter, Director of the Dougy Center, long time board member of the Gaston Community Library and Chairman of the Menlo College Alumni Association in Oregon. He was a founding member and later Chairman of the American Jewish Committee (Oregon Chapter), America's oldest human rights organization, and was also a member of their National Executive Council. Steve is a Past President of the National Association of Insurance and Financials Advisor’s Northwest Oregon Association, and a Past President of the Oregon Archeological Society.
Licensed for Insurance Sales in OR, WA.
Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Registered Investment Adviser Law Exam) licensed for Securities Sales in OR, WA, AK, CA.