Feeling tired midday is one sign that you don’t have a very good work/life balance. The same goes for your financial planning—burnout will impact the success of your plan.
But, having a process is key to granting you the success you want.
In this episode, Robert Curtiss dives into the importance of having a process for your financial plan and your physical health. Robert provides the tips and tricks you need to function optimally as you balance health and work while planning for a secure financial future.
Robert discusses:
The importance of maintaining consistency in your health and financial life
Reasons why a holistic approach can keep you financially and physically healthy
How to optimize your sleep hygiene
The importance of balancing fundamentals with relative strength when investing
A financial plan needs to be tailored to your individual needs.
If you’re wondering where to start and how to build your personalized plan, Robert Curtiss’ wealth management pyramid approach could provide you with the guidance you need.
In this episode, Robert reveals how he has helped his clients navigate the different stages of their wealth management from the principles of creating a financial plan to the benefits of wealth counseling. Robert highlights how each step of the wealth management pyramid contributes to the development of your overall plan.
Robert discusses:
The building blocks of the wealth management pyramid
The holistic approach of SEIA’s wealth management process
Reasons why family involvement is crucial when creating a financial plan
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).
