Kyle Rolek, CFP®

Kyle Rolek, CFP®
 

Investment Adviser and Certified Financial Planner™

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

Kyle teaches adult-education courses about retirement planning at prominent colleges and universities in the Greater Philadelphia area. He also works privately as a fiduciary 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. 

Kyle is a member of the Financial Educators Network™. Since 2001, the Financial Educators Network™ has enabled colleges and universities to provide high-quality financial education as a part of their continuing and adult education programs. As part of the Financial Educators Network™, Kyle serves as an instructor for adult learning courses hosted at local colleges and universities. In 2015, courses were held at 300 schools throughout the nation and were attended by over 50,000 people. Over 500,000 people have attended Financial Educators Network™ courses since 2001.

Kyle holds his Certified Financial Planner™ certification provided through the Certified Financial Planner™ Board of Standards. He is also a member of the Financial Advisory Network, Financial Professionals Network, and NextGenFinancial Advisor Network. A resident of Philadelphia, Kyle enjoys traveling, attending sporting events, fitness, running and spending time with family and friends.

Rolek Retirement Planning

As a Registered Investment Advisor (RIA), we are independent, and not tied to any particular investment products or company. RIAs offer investors an independent alternative to the predominantly sales-oriented, broker-driven model of investment advice. RIAs are duty-bound, as fiduciaries, to put clients’ interests first.