AvatarRob Stephens

Rob Stephens

Rob Stephens is the Founder of CFO Perspective, where he provides financial consulting and education to small businesses. Rob has a 20-year career that includes serving as CFO for two banks and a health clinic system. He was also Director of Operations at a $4 Billion bank and SVP of Finance of a $2 billion credit union, where he was Program Manager of an investment advisory group with $170 Million in assets under management. Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA. He currently teaches the entrepreneurial finance class to MBA students at Gonzaga University.

Recent Articles Published by Rob Stephens

planning

How to Plan a Business Expansion Using Your Business Plan

Your business plan can be used for far more than starting a business. Learn how to use yours to help make expansion decisions and avoid costly mistakes. Read more »

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