Kyle Rolek, CFP®

Kyle Rolek, CFP®

Investment Adviser and Certified Financial Planner™


  • Comprehensive Retirement Planning


  • Lafayette College
  • Stanford University Continuing Studies
  • College for Financial Planning

Meet Kyle

As a fiduciary advisor, Kyle is proud to be held to the highest standard of care and required by law to act in the best interests of his clients at all times, a promise he does not take lightly as he guides his clients in organizing the various aspects of their retirement into one simple, comprehensive plan.

Kyle got his start in the industry 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 Adviser (RIA), to be in a better position to provide unbiased advice to the firm’s clients for the long term.

A member of the Financial Educators Network, Kyle teaches adult-education courses about retirement planning at prominent colleges and universities in the Greater Philadelphia area. For Kyle, teaching was a natural outgrowth for him from growing up in a family of educators — his mom is a retired teacher and his dad and brother are currently teachers and coaches.

Kyle earned a bachelor's degree in economics and business in 2009 from Lafayette College in Easton, Pennsylvania, where he was also a member of the track and field team. After earning his economics and business degree, Kyle also successfully completed the Stanford University Continuing Studies Value Investing program.

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.