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.