We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Robert J. Curtiss
Robert J. Curtiss, Financial Advisor
CFP®, CWS®, AIF®
155 North Lake Ave.
Pasadena, CA 91101
Tel: (626) 795-2944
Fax: (626) 795-2994
Robert Curtiss, CFP®, CWS®, AIF® is a Financial Advisor at Signature Estate & Investment Advisors, LLC’s (SEIA) Pasadena office. He specializes in working with highly successful business owners and executives who aspire to a “work-optional lifestyle,” legacy-focused families and wealthy individuals who are approaching retirement and want to ensure they won’t outlive their assets.For more than 18 years, Robert has served as a fiduciary, steward and trusted counsel to individuals, families and Trustees who have come to value and rely on his passion, communication and objective commitment to helping them make sound financial decisions.
He received his Bachelors of Science (B.S.) degree in Pharmacology from the University of California, Santa Barbara, and earned the Personal Financial Planning designation (PFP) from UCLA Extension, where he currently serves on the program’s advisory board. He has been awarded the CERTIFIED FINANCIAL PLANNER certification from the CFP Boards of Standards, Inc., the Accredited Investment Fiduciary (AIF) professional designation from fi360 and the Certified Wealth Strategist (CWS) designation from the Cannon Financial Institute.
Robert lives in Pasadena with his wife Alison, their two children and family pets. He is involved in numerous charitable and civic organizations in the Pasadena area and his local church. He is an avid recreational athlete, and enjoys reading and playing guitar.