Rob Curtis

Rob Curtis, MSFS, CFP®, has a diverse background in financial services with extensive experience at reputable firms. Notable roles include Senior Lead Planner at Facet, where a commitment to effective financial planning is emphasized, and Financial Advisor at Vanguard, specializing in building long-term advisory relationships and supporting clients in achieving their financial goals. Additional experience includes positions such as HNW Relationship Manager and Client Relationship Specialist at eMoney Advisor, Insurance Specialist at Swarthmore Financial Services, and Teller at Wells Fargo. Educational credentials include a Master of Finance in Financial Planning and Services from Saint Joseph's University and a Bachelor of Science in Accounting and Finance from West Chester University of Pennsylvania.