Business Loan Basics



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Founder of CFO Perspective

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 is an adjunct instructor at Gonzaga University.

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.

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