Robert Dowdle
Wealth Management Advisor|CFP®, CLU®, ChFC®, RICP®
Personal
Rob is married to his amazing wife, Marissa, and they live in Pleasant Grove, Utah. They enjoy exercising, golfing, and skiing together, and Marissa's trying to teach Rob how to cook (but he still has a long ways to go). Both Rob & Marissa grew up in the Utah County area, and while they love everything Utah has to offer, they also enjoy getting out and experiencing new places, new people, & new food. New Zealand has been their favorite so far, but they're anxious to see how the rest of the world matches up.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Rob began working with Northwestern Mutual in 2006, and since that time, in addition to his role as a Financial Advisor, he's had the opportunity to serve in a variety of roles. From 2013 - 2016, Rob was the College Unit Director, overseeing an internship team of students from Brigham Young University. From 2015 - 2016, he also served as the Director of Internship Development, which found him responsible for the growth & development of the entire Northwestern Mutual internship program in the state of Utah.
Along the way, Rob has focused heavily on continuing his education, in order to better assist his clients. He has earned the following designations:
- Certified Financial Planner® - CFP®
- Chartered Life Underwriter - CLU®
- Chartered Financial Consultant - ChFC®
- Retirement Income Certified Professional - RICP®
He has also passed the following licensing exams, and is licensed for insurance and securities in over 20 states:
- Life/Accident/Health Insurance
- Series 6
- Series 7
- Series 63
- Series 66
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2012-2015
- Award recognizing commitment to excellence in service to clients and industry
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
