Broker Check

Community Impact

First, a little history: Fred Rosenbaum founded Rosenbaum Financial in 1956, with the goal of making a lasting impact on the lives of his clients. His life-long work in the industry and community served as a thank you to the United States that took him in as a refugee. While first getting his feet wet in finance via the insurance industry, Fred served as an Oregon National Guard Brigadier General, championing the promotion of women and minorities.

He chaired the Housing Authority of Portland (known today as Home Forward) and is credited with creating more than 6,000 housing units for low-income individuals. Fred’s concern for young people living in affordable housing drove him to establish a week-long youth citizenship camp in 1971. Camp Rosenbaum, named in Fred’s honor by the late Oregon Governor Victor Atiyeh, has impacted tens of thousands of children and continues its mission and work today. 

Fred’s son, Mark Rosenbaum, continues his father’s legacy of financial know-how and commitment to the community. Mark has served or serves on a number of boards, including as chair of Multnomah County Commission on Children, Families, and Community, the Portland Development Commission, Tuality Healthcare, Portland State University Foundation, and the Camp Rosenbaum Fund. 




Rosenbaum Financial is involved because we realize that bringing skills and time to community issues is the way to improve the future for the community that has given so much opportunity to us. We look forward to sharing our experiences and positive results with you!

Ongoing supporters of Camp Rosenbaum attending the annual Taste of Camp Dinner: From left to right, Governor Ted Kulongoski, Governor Barbara Roberts, Portland Mayor Charlie Hales, Retired Brigadier General Bruce W. Prunk 

Kim Rosenberg interviews New York Times Opinion Editor Bari Weiss at the 2019 Women’s Philanthropy IMPACT event. IMPACT is an annual community event to gather together as a community of women that understands that their collective IMPACT makes the community bigger and better than ever.

2016 Tuality Healthcare & Oregon Health & Science and University affiliation signing... Read More

April 2019 Grand Opening of Portland State University’s new Bloomberg Finance Lab... Read More

Camp Rosenbaum Founder Fred Rosenbaum riding down the famous “Cardboard Hill” with longtime supporter Governor Kulongoski and Campers... Read More

Rosenbaum Financial Pro Bono Finance Workshops lead by Kim Rosenberg, CFP® and Katie Quick
By volunteering our time and knowledge through pro bono service, we are able to help those who are looking to learn and understand the basics and also to some who may not have access or able to afford a fin