Robert E. Washburn
Robert E. Washburn, CFP®
Founder
▶ Northeastern University – Boston, Massachusetts
Bachelor of Science Degree in
Business Administration
Major in finance and insurance
Minor in economics
Post graduate studies in real estate at Boston University, Boston, Massachusetts
CERTIFIED FINANCIAL PLANNER CERTIFICANT™
▶ Honorably discharged U.S. Army
▶ Fleet Financial Services – Investment manager including fixed income portfolios,
assisted with formulation of policy, authored periodic fixed income letters for clients and
other portfolio managers, responsible for investment of model bond portfolios as well as
the equity portion of retirement plans
▶ 1976 – Co-founded the Providence Group Investment Advisory Company
Senior Partner
Chair of Investment Policy Committee
Assets under management: $700,000,000+
▶ 1994 – Graduate of CFP Professional Education Program
College of Financial Planning in Denver, Colorado
▶ 1995 – Sold partnership share; Fleet Financial Services
(Now Bank of America, Inc.)
▶ 1997 – Established Paradigm of Indian River, Inc.
▶ 2005 – Changed name to Washburn Capital Management, Inc.