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About Kyle Rolek and Rolek Retirement Planning

1

Kyle grew up in Easton, Pennsylvania ... The home of former heavyweight champion Larry Holmes, Crayola Crayons, and Lafayette College.

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From a family of educators. Kyle's father Ken and brother Kory are both active Pennsylvania public school teachers. His mother Kathy is a retired Pennsylvania public school special education teacher.

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Kyle enjoys sports and fitness. He was on the Track & Field team at Lafayette College, where he specialized in the 800 meters and the mile.

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Graduated from Lafayette College with a degree in Economics & Business. Kyle also completed Stanford University's Value Investing program after graduating from Lafayette College.

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Kyle started as a Financial Advisor at ING Financial Partners in 2009. Moved up the ranks to become a Registered Principal with ING Financial Partners before going on to form Rolek Retirement Planning.

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Lives in the Fishtown neighborhood of Philadelphia, Pennsylvania. Can often be found running on Delaware Ave or biking on Kelly Drive.

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Rolek Retirement Planning is a Pennsylvania State Registered Investment Advisor. View our formal disclosure brochure and regulatory filings on the government website investor.gov.

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Kyle is a "Fiduciary" at all times. Read our article "How to Find A Fiduciary" to learn how the word "Fiduciary" can impact your long-term financial security.

9

We are Retirement Planning Specialists. Watch our video "What Do We Do as a Retirement Planning Specialist?" and read the "Process" page of our website to learn more.

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We've served hundreds of families, primarily those residing in Pennsylvania, through those we've worked with directly and those who've attended our courses.

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Available on Amazon

Rolek Retirement Planning:
60-Second Assessments to Improve Your Planning Today

Order our retirement planning book on Amazon, or ask for a free copy during your 1-on-1 session instead!

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Rolek Wealth Management, LLC ("Advisor") is a registered investment advisor. The information contained on this website is for informational purposes only and should not be considered investment advice or recommendations, nor should it be consider tax or legal advice. Consult a tax or legal advisor regarding your individual situation. Advice may only be provided after entering into an advisory agreement with Advisor.

 

The office in Newtown is an office of convenience and is only used for client meetings.

 

View important disclosures here: Disclosures