Rolek Retirement Planning

Rolek Retirement Planning

Comprehensive Retirement Planning For People Age 50+

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I help people solve the problems listed here: Problems We Solve

Meet Kyle

Kyle teaches adult-education courses about retirement planning at prominent colleges and universities in the Greater Philadelphia area. He also works privately as an advisor to individual clients. His clients are those who want help organizing the various aspects of retirement into one simple, comprehensive plan.

Teaching courses was a natural outgrowth from growing up in a family of educators. His mom Kathy is a recently retired career-long elementary school special education teacher. His dad Ken and brother Kory are both active teachers and also coach track and field and cross-country.

Kyle graduated in 2009 from Lafayette College in Easton, Pennsylvania, with a degree in economics and business, where he was also a member of the track and field team. Before attending Lafayette College, he graduated from Wilson Area High School, located in the Lehigh Valley area of Pennslyvania, where he also ran track and played football.

He got his start as an advisor in 2009 with a Fortune 500 leader in the financial services industry. After consistently ranking as a top performer, he left that firm and started Rolek Retirement Planning, an independent Registered Investment Advisor, to be in a better position to provide unbiased advice to the firm’s clients for the long term.