As a fiduciary, I am held to the highest standard of care, and I am required to act in the best interests of my clients at all times.
Meet Kyle Rolek, CFP®
As a retirement advisor and Certified Financial Planner, Kyle Rolek teaches classes about retirement held at colleges and universities in the Greater Philadelphia area. Kyle graduated in 2009 from Lafayette College in Easton, Pennsylvania with a degree in economics and business. He got his start in the industry in 2009 with a global Fortune 500 leader where he was consistently ranked as a top advisor within his firm. He moved up the ranks into a management role before leaving the firm to go independent and be in a better position to provide objective advice. He formed Rolek Retirement Planning to help people receive the education they need to make informed decisions about their retirement.
Kyle Rolek 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 NextGen Financial 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.
- A personal relationship that's responsive, attentive, and caring
- Customized retirement planning guidance based on your overall situation.
- A high level of expertise to support your unique needs.
- A fee structure that is simple and transparent.
My comprehensive retirement planning process fully integrates the important elements of retirement into one straightforward plan.
Email me at firstname.lastname@example.org to learn more.