Choosing your financial advisor out of the hundreds pushing their services can be daunting. What should you be looking for as a prospective client?
In this episode, Robert Curtiss shares how he works with clients, from the first meeting to building long-standing relationships. Robert discusses the lessons he has learned from clients and other advisors throughout his career, and the importance of finding the right fit for both client and advisor.
Robert discusses:
How he meets new clients
Why not all potential clients are the right fit for his business
How the pandemic changed the way he does business
The importance of continuous improvement as an advisor
Welcome to The Millionaire Next Door, a podcast designed to help successful wealth accumulators looking to transition to a work-optional lifestyle by helping you build strategies for growing and maintaining your wealth.
In this inaugural podcast, meet Robert Curtiss, CFP®, AIF®, CWS®, a financial advisor with Signature Estate and Investment Advisors, LLC. Robert shares how he entered the financial services industry, how he helps clients create their financial plans, and who he is when he leaves the office.
Robert discusses:
How he got his start in the financial services industry
His approach to comprehensive financial planning
His business philosophy
The lessons he learned over the years in business and in life
Robert J. Curtiss, CFP®, CWS®, AIF® is a Financial Advisor in the Pasadena office of Signature Estate & Investment Advisors (SEIA). His focus areas include fiduciary investment management for individuals and retirement plans, retirement planning, and strategies involving handling concentrated, highly appreciated stock positions. Robert has been in the investment management and insurance business for over 20 years.
Robert is involved with numerous charities and philanthropic groups throughout southern California. He is a member of the UCLA Extension Personal Financial Planning Program Advisory Board. He is a 26-year resident of Pasadena, California along with his wife, son, and daughter.
Robert received his Bachelor of Science degree in Pharmacology from the University of California, Santa Barbara. He received a Master of Public Administration with an emphasis in Intergovernmental Management from the University of Southern California.
He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2001, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. In 2015, Robert earned the Accredited Investment Fiduciary® (AIF® ) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility. He is also a licensed insurance agent (CA Ins. License #0B95743).
