Robert Curtiss, Cfp®, Aif®, Cws® Email & Phone Number

Pasadena, Ca, Us

Pasadena, Ca

Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals, institutions and corporations. SEIA's reputation is earned on a daily basis in each client relationship and professional affiliation we maintain. Accordingly, SEIA and its affiliates manage $15.6 billion in client assets under management as of June 30, 2021.SEIA adheres to the strict principles and… Show more Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals, institutions and corporations. SEIA's reputation is earned on a daily basis in each client relationship and professional affiliation we maintain. Accordingly, SEIA and its affiliates manage $15.6 billion in client assets under management as of June 30, 2021.SEIA adheres to the strict principles and ethical standards set forth by the CFA Institute and Certified Financial Planner Board of Standards, Inc. SEIA partners and advisors concentrate on the strategic collaboration of the following areas:• Investment Management: portfolio management and trading of securities based on client needs, objectives and risk tolerance. • Financial Planning: careful review of client's financial position, stated goals and objectives along with an appropriate financial plan. Includes insurance planning, estate planning, legacy planning, corporate benefit planning and/or philanthropic management.• Investment Consulting: managed account services wherein the client's portfolio is reviewed on a quarterly basis and the client retains full control of trades and allocations. • Retirement Plan Consulting: advisory services targeted at business owners and retirement plan fiduciaries in regards to business retirement plans. Show less

Pasadena, Ca

I am licensed to sell Securities in the following states: CA, CO, OR, NV, TX. I am licensed to sell insurance products in the following states: CA.SEIA, LLC is not affiliated with LinkedIn and is not responsible for LinkedIn’s privacy or security policies. SEIA, LLC does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by third parties. Nothing on this site shall constitute an offer… Show more I am licensed to sell Securities in the following states: CA, CO, OR, NV, TX. I am licensed to sell insurance products in the following states: CA.SEIA, LLC is not affiliated with LinkedIn and is not responsible for LinkedIn’s privacy or security policies. SEIA, LLC does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by third parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only.Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, Inc. member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.For additional disclosure information please visit our website at: https://www.seia.com/legal-disclaimer/ Show less

Pasadena , Ca

Comprehensive Wealth Management, Portfolio Management and Financial Planning

Comprehensive Financial Planning and Implementation

Preparation of analysis, reports and briefings on a wide range of projects including all revenues and expenses of entity. Worked as part of a team preparing, analyzing and presenting City's Annual Operating Budget of approximately $450 million.

Pfp, Personal Financial Planning

Mpa, Intergovernmental Mangagement, Highest Honors

Activities and Societies: The U.S. Presidential Management Fellows (PMF) program is a prestigious two-year training and development.

B.S., Pharmacology