Rob Curtis

Lead Planner

Rob is a 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

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Get to know Rob

My pups, Beau and Lila

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?


What are you currently watching on Netflix?

Locke and Key

What's the last book you read?

Make your bed by William McRaven

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.