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Rob Siegmann - Principal & Chief Operating Officer

Rob Siegmann

As Chief Operating Officer, Rob directs Total Wealth Planning operations, client services and marketing activities. He develops and monitors the firm’s compliance program, ensuring all federal, state and regulatory requirements are met. As a Principal, Rob also works closely with guiding his favorite clients, many of which have been with the firm since the founding. His background and experience include:
  • 20+ years experience in financial planning and investment management
  • Bachelor of Science and Business Administration degrees; Masters of Business Administration, focus on finance, Xavier University
  • Series 65 licensed Investment Advisor Representative; member of National Association of Personal Financial Advisors (NAPFA); charter member of the National Advisor Confidence Index
  • Total Wealth Planning member of Investment Policy and Business Planning Committees
Additionally, Rob is engaged with:
  • Board member of the Boys and Girls Club of West Chester/Liberty
  • Volunteer and Fund holder with the Community Foundation of West Chester/Liberty
  • 2015 40 under 40 by the Business Courier
  • Winner of 2015 Business Courier’s stock picking contest
  • C-Change Class 9 (the 513) alumni
  • Frequent moderator and board member of HIFON, a national operations networking group of over 100 leading firms.
Rob enjoys time with his family, the arts, traveling, hands-on projects and the occasional game of strategy.
 
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INVESTMENT
MANAGEMENT

Your investment philosophy should be grounded in academic research and financial science. Our team will build you an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.

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RETIREMENT AND
TAX PLANNING

Figuring out how to recreate your paycheck or developing a spending policy should not be an overwhelming exercise. Our team has the expertise to help with retirement portfolio, tax strategies, distribution planning, social security maximization strategies and more.

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HOLISTIC/COMPREHENSIVE
PLANNING

We’ll have discovery conversations, gather and organize your data, then craft comprehensive plans to achieve your life and financial goals. As our ongoing commitment, we consistently monitor and tweak your plan to ensure you’re on track and surprises are minimized.

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WE'VE BEEN LISTENING
FOR OVER 25 YEARS

Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.


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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
info@twpteam.com info@twpteam.com
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Thursday, August 22, 2019


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