Robert

Robert "Rusty" Tweed

President

  

 Professional Biography 

 

Robert “Rusty” Tweed is President and Founder of Tweed Financial Services, Inc., a full-service financial and estate planning firm located in San Marino, California.   Rusty started Tweed Financial in 1991 and has been involved in various aspects of wealth management and financial advisory services ever since.  In 1999, Rusty was selected Estate Planner of the Year by the National Association of Financial and Estate Planners (NAFEP).

As a wealth management professional specializing in financial and retirement planning, Rusty utilizes Advanced Tax Strategies by incorporating IRS Section 1031 exchanges as well as select Direct Participation Programs into his practice when appropriate. These are primarily income-oriented investments which can provide tax benefits and may include Real Estate Investment Trusts (REITS) and energy related programs such as solar and oil and gas. He has placed in excess of $200 million in investments for his clients throughout the United States and is always looking for new opportunities in a changing market. Rusty believes that Diversification between a variety of asset classes has been a key to providing cash flow for his investors as well as helping to mitigate risk.

His articles in magazine publications throughout Southern California have helped educate the public, he has lobbied in Congress and has been quoted in the Los Angeles Times¹ and the Bloomberg Financial News wire service.²  For 15 years Rusty has been a speaker on the subject of real estate and investment strategies in his popular monthly seminars for suitable accredited investors and his track record, experience and persistence have earned him a reputation as a known and trusted advisor.

Rusty takes pride in being a third generation financial services professional even though he started out by studying Mechanical Engineering at the University of Waterloo in his hometown in Ontario, Canada. His grandfather established a successful insurance brokerage in Waterloo which is owned and operated by Rusty’s father. His great uncle founded Equitable Life Insurance Company of Canada, which today is a major insurance company.

The desire that led Rusty to gather a staff of highly educated, experienced professionals – handpicked in their respective fields – was to offer high-end clients personal one-on-one attention in a one-stop financial services firm that strives to provide superior personal service and investment results.  His philosophy and the value he offers his clients is to educate them on what they need to know in order to help them be in control of their financial future, achieve financial independence, and most importantly, give peace of mind through informed investing.

Rusty has his FINRA series 7, 63, 24 and 65 licenses as well as his California Insurance License.

1.  Los Angeles Times, August 22, 1999.  "Estate Tax Fear is the Bad Part of Good Times."

2.  Bloomberg, November 17, 1999.  "Bull Market Expands Need for Estate Planning:  Personal Wealth."

Phone 626-588-1520 ext. 102
Fax 626-588-1527