Broker Check
Mark Rosenbaum

Mark Rosenbaum

President and Chief Executive Officer

Mark was still a student at Lewis & Clark College in 1977 when he first began working in the finance industry. In 1982, he joined his father, Fred, in forming Rosenbaum & Rosenbaum that later evolved into Rosenbaum Financial, Inc.. Mark, following Fred’s national leadership in insurance sales, led Rosenbaum Financial's development into the nationwide investment management leader with their broker-dealer in sales growth. That success paved the way to the establishment of the company as an Independent Registered Advisory firm.

Mark’s expertise is in investment strategy, business and estate planning strategies, and the integration of those aspects into a comprehensive approach for each client. Mark’s professional passion flows to three areas: impacting his clients’ future for the better; asking the tough questions to get to the core of issues, and matching the intellectual and emotional halves of any whole financial plan. Mark believes it is this approach which has attracted to Rosenbaum Financial many of the region’s top corporations, professionals, and leaders in a variety of industries.

Like his father and grandfathers before him, Mark always values community service. Mark is a board member and past chair of Tuality Healthcare and serves on the board of Camp Rosenbaum founded by Fred. Some past board chairmanships include The Portland State University Foundation, The Portland Development Commission and Multnomah County’s Commission on Children and Families. Mark’s service to PSU was recognized by the university in 2016 with the presentation of the Presidential Medal. Mark is a life and qualifying member of the Top of the Table of the Million Dollar Round Table. MDRT is an exclusive forum for the world's most successful life insurance and financial services professionals. He has been awarded the Oregon (NAIFA) National Association of Insurance and Financial Advisors Senior Agent Year of the award.

In Marks free time he hits the links and the books (biographies), and loves traveling and spending time with family and friends.