Return To Team

Rob Curtis

Senior Lead Planner

Rob is a Senior Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of financial services experience. Before joining Facet, Rob worked with enterprises in the financial sector to deliver financial advice at scale through digital technology. He also spent 6 years at The Vanguard Group, working with both mass affluent and ultra-high-net-worth investors. He is truly committed to helping families toward financial wellness. In his free time, Rob enjoys grilling outdoors, jogging with his two Beagles, and spending time with his wife and son.

Education: Saint Joseph’s University (MS), West Chester University (BS)

View my professional bio information and my Form ADV Part 2B

“Start from wherever you are and with whatever you’ve got.” - Jim Rohn

Follow Rob

Get to know Rob

Family

Family

My pups, Beau and Lila

Facet

What's your secret talent that no one knows about?

I can complete the traditional Rubik’s cube within minutes

Where's your favorite place in the world?

Jamaica

What are you currently watching on Netflix?

Locke and Key

What's the last book you read?

Make your bed by William McRaven

Frequently asked questions

[email protected] | (443) 376-6222 | Media Inquiries: [email protected]

100 International Drive, 23rd Floor, Baltimore, MD 21202

© Facet Wealth 2024. All rights reserved.

Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.

Endorsements were provided by promoters or influencers and those individuals were compensated by Facet Wealth, Inc. (“Facet”) and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This material may contain data, links or other content from third-parties. Although Facet only provides information from sources it believes to be accurate, third party content is not guaranteed as to its accuracy or completeness. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement and may contain a separate privacy policy.

⁹Offer is valid for new Facet Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total within 90 days of signing a planning agreement for service with Facet starting on or after April 1, 2024. Additional Terms and Conditions apply