Rob Siegmann
Rob leads Total Wealth Planning’s operations team to make sure the firm not only runs smoothly, but also innovates. He (and his team) oversee technology, human resources, events and other marketing activities. His vision, along with the entire Total Wealth Planning team, is to continuously elevate the client experience. He is known for his consistency, responsiveness, and desire to advance others. Rob also has the pleasure of managing the firm’s compliance program to ensure all regulatory requirements are met and well documented. As a firm Partner, Rob also works closely with guiding a limited number of clients, many of which have been with the firm since the founding. His background and experience includes:
- 30 years experience in financial planning, investment management, and business management.
- Bachelor of Science and Business Administration and Masters of Business Administration from Xavier University with a focus on finance.
- Series 65 licensed Investment Advisor Representative; member of National Association of Personal Financial Advisors (NAPFA); charter member of the National Advisor Confidence Index; Ohio Notary
- Quoted in articles appearing in Wall Street Journal, Kiplinger’s Personal Finance, Yahoo Finance, Financial Advisor Magazine, Business Courier, Indian Hill Journal and several others.
Additionally, Rob is engaged with:
- Active supporter of the Boys and Girls Club of West Chester/Liberty and DePaul Cristo Rey.
- 2022-2023 Ohio’s most influential 500
- 2022 Chief Compliance Officer (CCO) of the Year “Finalist”
- 2019 Hero of Character by the Cincinnati Character Council.
- 2015 40 under 40 by the Business Courier
- 2014 C-Change Class 9 “the 513” alumni
- Avid contributor and advisor to HIFON, a national operations networking group of over 200 leading RIA firms.
When not in the office serving clients and his team, Rob is a passionately involved father of three and enjoys traveling, warbirds, bourbon, SCUBA, sporting clays, hands-on projects, poker and other games of strategy.
