Rusty Tweed, a financial services expert specializing in financial planning and investment advising, is the president and owner of Tweed Financial Services, a role in which he has provided clients with insightful and comprehensive financial planning advice for nearly 25 years. The longtime resident of the Greater Los Angeles Area is also the owner of Mold Zero, a mold-elimination company that utilizes unique, non-toxic, non-demolition processes.
As the president and CEO of TFS Properties, Inc., Rusty also specializes in identifying and brokering off-market properties — focusing primarily on properties exceeding the national average in terms of both cash flow and cap rates. Rusty’s involvement in three successful businesses such as these has not prevented him from pursuing other endeavors, as the financial services expert continues to write and publish Tweed Economics, a digital publication in which he discusses investment news, the housing market, and a host of other subjects pertaining to the national and global economies.
Rusty Tweed, an experienced estate planner proficient in real estate, advanced tax strategies, investments, insurance, and more, is widely recognized for the comprehensive, client-centered approach that guides the efforts of each and every one of the companies he is responsible for leading. The University of Waterloo student of Mechanical Engineering has long understood the value of such an approach in business endeavors, especially when dealing with subjects as inherently complex as those associated with the financial services industry.
Do you know what steez is? If so, how do you express your steez?
A colleague of mine was kind enough to explain it to me and has assured me that I “exude steez” in just about everything I do, both personally and professionally.
When you were younger what was your dream occupation?
As a younger man I was interested in designing and building things. In fact, I was so interested in design and construction that I studied mechanical engineering as a collegian.
Who/What inspired you to get into your current field?
It was a subject area that I had studied fairly extensively simply because I found it interesting, and many of my family members asked for and benefited from my assistance on multiple occasions. They ultimately urged me to pursue a career in financial services, so I took their advice to heart and have since enjoyed an incredibly rewarding professional career.
What is one current trend that excites you?
It seems to me that more and more people are recognizing the perils associated with the “head-in-the-sand” approach to financial planning and instead are being much more assertive when it comes to their finances.
What would you consider your biggest accomplishment?
With Tweed Financial Services closing in on its 25th anniversary, I’d say my biggest accomplishment is demonstrating why a client-centered philosophy ought to serve as the cornerstone of any business, regardless of the industry.
What do you think of social media? Has it made an impact on your professional career?
Social media is a fantastic tool. I use it often, whether it is to share small pieces of advice or links to informative articles that will help my readers understand how to gain control over their finances.
If you were ever to start again, would you do anything differently?
I probably would, but I can’t imagine that doing so would put me in a better position than I am today. My career has been incredibly rewarding in so many ways.
What do you see for the future?
I’m excited about the future of my two newest companies, Mold Zero and TFS Properties, Inc. Both endeavors hold a great deal of promise and I’m looking forward to tackling all of the challenges that lay ahead of us.
What’s one piece of advice you can tell our readers?
We are in control of so much more than we realize, yet it is all too easy to focus on the things outside of our control. I’ve always been mindful of this and have worked to identify and focus only on that which can be controlled. This has not only helped minimize the impact of the issues that exist outside of my control; it has also made it possible for me to enjoy my career to the greatest degree possible.