Rusty Tweed

In his role as the president and owner of Tweed Financial Services, Rusty Tweed has spent the past quarter-century dedicated to providing clients with access to a comprehensive, full-service firm specializing in both financial and estate planning. Mr. Tweed, a fixture of the Greater Los Angeles Area who has devoted his career to sharing his professional insight and expertise in any way possible, is also the publisher of Tweed Economics, a digital publication updated on a daily basis featuring news and information pertaining to the current economic climate.

Mr. Tweed, a graduate of the University of Waterloo and a third-generation financial services professional, has recently expanded his entrepreneurial efforts to include Mold Zero and TFS

Properties, Inc. In his newest endeavor as the owner of Mold Zero, Mr. Tweed is responsible for the oversight of a company offering mold elimination services featuring both non-toxic and non-demolition processes. As the president and CEO of TFS Properties, Inc., Mr. Tweed has found yet another way to leverage his unique combination of professional experience and expertise by focusing on identifying and brokering off-market properties, all of which feature above-average cash flow and cap rates.

An award-winning estate planner and frequently published financial services expert, Mr. Tweed’s professional experience also includes lobbying before Congress and earning recognition from the National Association of Financial and Estate Planners (NAFEP) as Estate Planner of the Year. Although the highly accomplished and frequently sought-after financial services and estate planning expert is indeed proud of the many awards and accolades he has earned over the course of his more than 25-year career as a wealth management professional, Mr. Tweed is most grateful for the opportunity to work closely with clients to develop an individualized financial plan or retirement plan designed to achieve the specific short- and long-term goals outlined by the client.

 

What is your favorite thing about traveling?

Traveling is one of the great educational tools we have at our disposal; over the years I’ve learned so much about botany, zoology, and geology just by traveling to different places all over the world.

 

Is traveling a hobby or a lifestyle for you? How did you get started?

It’s mostly a hobby for me since I’m so dedicated to my work with Tweed Financial Services and my other companies. It was actually because of my work that I began traveling more often and ultimately became more interested in exploring more of the world through travel.

 

What is the most beautiful place you’ve been to?

The two locations I’ve been fortunate enough to call home will always be the most beautiful in my eyes: Ontario, Canada, and Los Angeles, California.

 

Do you have any exciting travel dates planned for the future?

I still travel to DC as well as Ontario often, but I don’t yet have any future plans set outside of that.

 

What are some travel tips you’d give to someone inexperienced?

I’ve found that the best travel experiences are the result of a concerted effort to really get to know the locals of the area, so wherever you go, take the time to get to know the people and learn as much as possible about the local culture.

 

Where would you like to go?

I’d like to go to Scandinavia and travel through Norway, Sweden, and Finland.

 

Where would you like to revisit?

The Hawaiian Islands are always worth revisiting.

 

Do you travel alone? Why?

Sometimes, but it’s mostly a matter of the situation or circumstance.

 

If you could pick the top 3 places every person should go, what would they be?

Ontario, Maui, and Los Angeles.

 

Do you travel light or do you pack up the house?

I do enough advance planning that I am always able to travel as light as possible.

Krishen Iyer

 

 

 

 

 

 

 

 

 

 

Krishen Iyer is the founder of Managed Benefits Services, an entrepreneurial endeavor that draws on its founder’s extensive experience and expertise in digital marketing, technical development, and client relations. Mr. Iyer’s most recent endeavor actually began as Quick Link Marketing, but the dynamic digital marketing expert felt it was appropriate to rename the company in order to reflect a retooled strategic approach as well as the newly developed multi-layer marketing platform’s ability to handle greater volume.

A longtime resident of California who currently lives and works in the Fresno area, Mr. Iyer attended San Diego State University as well as Grossmont College as an undergraduate. With a naturally inquisitive mind and a healthy degree of intellectual curiosity, Mr. Iyer enrolled in a wide range of undergraduate courses spanning the full spectrum of academic disciplines during his time at San Diego State, essentially laying the groundwork for his future professional endeavors requiring a varied skill set featuring elements of entrepreneurship, marketing, and technical development, among other things.

In 2004, Mr. Iyer graduated from San Diego State University with a degree in public administration and urban development. Following his graduation from SDSU, Mr. Iyer developed an interest in the insurance industry, an interest that ultimately inspired him to pursue and secure his certification as an insurance agent. It was during this time that Mr. Iyer recognized an opportunity to leverage his unique professional skill set for the purpose of founding an entrepreneurial endeavor: Quick Link Marketing.

Even though the endeavor was an unqualified success, Mr. Iyer was relentless in his desire to improve the company in any way possible. Mr. Iyer’s new platform — a multi-layer marketing platform plugged into AWS that contains a wealth of advanced features designed to improve client outcomes — holds a great deal of promise in this regard, so much so that the expert entrepreneur and digital marketer decided to christen the enterprise anew with the name Managed Benefits Services.

 

1. What is your favorite thing about traveling?

I love the feeling of freedom that accompanies traveling, even if it’s only a short distance or a brief period of time.

2. Is traveling a hobby or a lifestyle for you? How did you get started?

It’s become more of a lifestyle in recent years, and I intend to travel even more frequently as my company continues to grow and becomes more established in the marketplace. I got serious about traveling right around the time I realized how easy it is to work remotely from just about any location in the world.

3. What is the most beautiful place you’ve been to?

Yosemite National Park and Mammoth Lakes are two of my favorite destinations, and I am so grateful that they are both within easy driving distance of Fresno.

4. Do you have any exciting travel dates planned for the future?

No, but I’m sure I’ll think of something in the near future; I actually prefer a little spontaneity when it comes to traveling.

5. What are some travel tips you’d give to someone inexperienced?

I’ve traveled all over the world, but there are still so many beautiful places right here in California that I’ve yet to experience. My advice is to focus on those local areas that so many of us overlook before venturing too far from home.

6. Where would you like to go?

I’ve always wanted to visit Portugal and Spain. Maybe that’s where I’ll go next time I travel.

7. Where would you like to revisit?

I’d like to revisit Yosemite and Mammoth Lakes, hopefully before the summer ends.

8. Do you travel alone? Why?

Sometimes, but I do enjoy taking trips and sharing experiences with family and friends.

9. If you could pick the top 3 places every person should go, what would they be?

Barcelona, Yosemite National Park, and Mammoth Lakes.

10. Do you travel light or do you pack up the house?

Again, it really depends on the destination. I like to travel light when heading to a national park, but I’m just as likely to pack up much more than I could ever need when traveling to an unfamiliar location, especially if I’m planning on staying for an extended period of time.