Rob Siegmann

Rob Siegmann Email and Phone Number

Partner and COO @ Total Wealth Planning, LLC
Cincinnati, OH, US
Rob Siegmann's Location
Cincinnati, Ohio, United States, United States
Rob Siegmann's Contact Details
About Rob Siegmann

I love my work and consider myself lucky to have found my passion to help people live their greatest life through well informed and prudent financial decisions.I am blessed to be a partner, mentor and guide for my amazing team and many exceptional clients of the firm. My team enriches client lives with:1. Articulating and quantifying your goals and dreams. 2. Crafting a Total Wealth Plan to achieve your most important goals as the priority. 3.

Rob Siegmann's Current Company Details
Total Wealth Planning, LLC

Total Wealth Planning, Llc

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Partner and COO
Cincinnati, OH, US
Employees:
12
Rob Siegmann Work Experience Details
  • Total Wealth Planning, Llc
    Partner And Coo
    Total Wealth Planning, Llc
    Cincinnati, Oh, Us
    View
  • Total Wealth Planning, Llc
    Partner And Coo
    Total Wealth Planning, Llc Sep 1994 - Present
    Cincinnati, Ohio
    We provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
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  • Sig Properties
    Business Owner
    Sig Properties 2003 - Present
    Cincinnati
    Strange hobbies can sometimes turn into something real with some hard work and passion. There's something about getting your hands dirty on the weekends. A HUGE thanks to Shane Gregory and Nicole Lovelace for making this business run without me.

Rob Siegmann Skills

Investment Management Financial Planning Rental Properties Investments Compliance Portfolio Management Insurance Retirement Planning Asset Allocation Wealth Management Investment Strategies Strategic Financial Planning Financial Advisory Finance Strategy Small Business Business Planning Strategic Planning Leadership Customer Service Marketing Financial Analysis Asset Management Real Estate Database Administration Google Analytics Quicken Quickbooks Junxure Orion Lacerte Tax Preparation Personal Tax Planning 529 Plans Lastpass Microsoft Exchange Imovie Financial Statement Analysis

Rob Siegmann Education Details

Frequently Asked Questions about Rob Siegmann

What company does Rob Siegmann work for?

Rob Siegmann works for Total Wealth Planning, Llc

What is Rob Siegmann's role at the current company?

Rob Siegmann's current role is Partner and COO.

What is Rob Siegmann's email address?

Rob Siegmann's email address is ro****@****ine.com

What is Rob Siegmann's direct phone number?

Rob Siegmann's direct phone number is +151384*****

What schools did Rob Siegmann attend?

Rob Siegmann attended Xavier University - School Of Business Administration, Xavier University, University Of Cincinnati, Lakota Hs.

What are some of Rob Siegmann's interests?

Rob Siegmann has interest in Children, Economic Empowerment, Investing, Education, Card Games, Sampling Delicious Food, Games, Board Games, My Family, Most Of All.

What skills is Rob Siegmann known for?

Rob Siegmann has skills like Investment Management, Financial Planning, Rental Properties, Investments, Compliance, Portfolio Management, Insurance, Retirement Planning, Asset Allocation, Wealth Management, Investment Strategies, Strategic Financial Planning.

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