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Pasadena - Investment Mgmt |
Specialties: Financial Advisor / Wealth Management - Investment |
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Robert CurtissCFP, Vice President - Investments - Crowell Weeden & Co.
Robert Curtiss, Certified Financial PlannerŪ has been selected as a Five Star Wealth Manager Award Winner by Los Angeles Magazine for 2012 & 2011. The list of Five Star Wealth Managers is shared annually with the Los Angeles community in the Feb. issue of Los Angeles Magazine. Emphasis on comprehensive wealth management. Key areas of focus include comprehensive planning & implementation, with emphasis on asset protection, growth & income. Available for consulting & second opinion engagements.
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(626)449-0330
(626)795-6939 Fax
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888 E Walnut Street
Pasadena, CA 91101-5648 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Financial Advisor / Wealth Management - Investment |
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| Group |
PAS1 |
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| Business Name |
Crowell Weeden & Co. |
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| Title |
CFP, Vice President - Investments |
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| Address |
888 E Walnut Street
Suite 130
Pasadena, CA 91101-5648
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| Work Phone |
(626)449-0330 |
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| Fax |
(626)795-6939 |
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| Web Site |
www.crowellweedon.com |
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| Member Since |
12/2009
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Certified Financial Planner running full-service financial planning practice. Comprehensive wealth managment including investments, estate planning, insurance, CDs, stock, bonds, mutual funds, managed money, alternative investments, etc. Primary focus is comprehesnisve finacial planning and implementation of those plans. Extensive experience working with clients other professional advisors, including CPAs, attorneys, insurance agents, mortgage lenders and others.
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Asset accumulation and lifetime distribution statagies, including sustainable withdrawl rate, decision analysis at retirement
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Typically high net worth clients with $1-$10 million in investible assets. Also open to working with investors with $250K in assets and up depending upon financial planning neededs.
I am able to work with clients by providing pure advice on an hourly consulting basis even if assets held elsewhere.
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All including high net worth families, trusts, 501c3 non-profits, corporations, schools, churches and religious organizations.
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Pasadena, Los Angeles, Carlsbad, Covina, Encino, Fresno, La Jolla, Long Beach, Newport Beach, Westlake Village, Santa Barbara, Big Bear, Torrance.
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| Social Clubs |
Pasadena Host Lions Past President, Tournament of Roses
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| Charities |
Pasadena YMCA, Board Member Chapman Woods Homeowners Assn.
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| Graduate Degrees |
M.P.A., USC, PFP, UCLA
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| College Degrees |
B.S., UC Santa Barbara
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Speaking/Teaching
Experience |
Toastmasaters International -- Past Club President
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| Organizations |
Past President Ficuciary Roundtable of San Gabriel Valley
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