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Robert H
CFP®, Series 63, Series 65
Berthoud, CO
Curtis Wealth Management LLC
Robert Helgeland is a CFP® professional with 28 years of experience in the financial services industry. He joined Curtis Wealth Management LLC in 2022 after roles at Theory Financial and TIAA-CREF, where he spent two decades. Helgeland serves as a community board member for the Colorado Music Festival Endowment Fund. Curtis Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering investment management, financial planning, consulting, and retirement-plan advisory services. The firm builds customized portfolios using a combination of fundamental analysis, modern portfolio theory, and cyclical analysis, typically managing accounts on a discretionary basis with ongoing monitoring and use of third-party sub-advisors.
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