Kyle Rolek

Meet Kyle Rolek, CFP®, AWMA®

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 pursue his mission of empowering people with the education they need to achieve their retirement goals. He formed Rolek Retirement Strategies to teach people how to navigate through retirement planning challenges and create a well thought out retirement income strategy.

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.

In addition to his Certified Financial Planner™ certification provided through the Certified Financial Planner™ Board of Standards, Kyle has earned his Accredited Wealth Management Advisor® (AWMA®) designation through the College for Financial Planning. Kyle is 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 Strategies

We’re committed to delivering financial confidence to America’s growing retirement community. We work hard to understand what’s important to each person and build a strategy to help them accomplish the things they want in retirement.

We have a strong team of professionals working to ensure that you receive the assistance you need to develop your retirement income strategy and maintain it throughout your retirement.