Dental Specialties Financial Planning Group
Robert Metler
Financial Advisor|MBA
Helping you transition into your next season of life with financial certainty
About Me
Faith, Family, Fun and Finances. These are the core values that I strive to live by daily.
I grew up in Utah and attended Brigham Young University where I studied finance, but more importantly, met my wife Ann. After getting married and starting our family, I worked in real estate for more than 14 years. However, I felt something was missing from my career. My desire has always been to positively impact people, not just for the short-term, but for their future generations to come. I wanted to help people plan for the ups and downs of life and pass on the legacies they have built.
When I was introduced to Northwestern Mutual, the organization’s mission made a huge impact on me. This was where I could best use my skillset to impact people generationally. In 2011, I was presented with the opportunity to serve as the Director of Finance and Operations in the Oregon and SW Washington offices, and I instantly knew it was the right choice to move our family to Portland, Oregon. My family and I love living here, spending time together in the outdoors, and enjoying all the recreational options the Pacific Northwest has to offer. We do it all, from hiking and fishing to snow skiing and water skiing.
I served as the Director of Finance and Operations for Northwestern Mutual Portland for three years, then moved into the role of Chief Development Officer. In 2018, I became the Managing Director of the Lake Oswego office, and in 2025 transitioned to focus on my personal practice as a Financial Advisor.
I’m passionate about building long-term plans for my clients. Navigating the complexities of today’s financial landscape can be challenging, and I’m here to be your partner every step of the way. Many people can accumulate wealth, but it is difficult to come up with strategies to distribute wealth in the most effective and tax efficient ways based on their goals. I’ll help you build a plan that protects what you’ve built so you can transition into the next season of your life with certainty.
I’m fortunate enough to love what I do, but in my free time, I enjoy spending time with my wife, Ann, and our five children. Our happy place is our family cabin in Lake of the Woods, Oregon, where we frequent each summer. If we’re not at the cabin, you can find me cheering on my children at their sporting events, exploring the outdoors, or visiting family in Utah.
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
Lending a hand in my community.
Here are some of the organizations we partner with:
Children's Cancer Association (CCA)
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.
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.
