Kurtis Rohlf
About Kurtis Rohlf
Kurtis Rohlf is a Senior Financial Planner and Certified Financial Planner with previous experience in wealth management firms in California and Connecticut.
Kurtis Rohlf Senior Financial Planner
Kurtis Rohlf holds the position of Senior Financial Planner. His role involves developing comprehensive financial plans for clients, which include retirement planning, investment advice, and risk management. As a Certified Financial Planner (CFP), Kurtis adheres to strict ethical standards and prioritizes his clients' financial well-being. His extensive expertise allows him to effectively guide clients through complex financial landscapes, ensuring that they meet their long-term financial goals.
Certified Financial Planner Kurtis Rohlf
Kurtis Rohlf is a Certified Financial Planner (CFP), a designation that signifies designees possess extensive training and are held to rigorous ethical standards. This accreditation ensures that Kurtis is well-equipped to offer financial advice that covers a broad spectrum of areas including investments, estate planning, and tax strategies. His CFP status affirms his commitment to continuously updating his knowledge and providing client-centered financial planning services.
Kurtis Rohlf Financial Planning Career
Before becoming a Senior Financial Planner, Kurtis Rohlf built his career as a financial planning associate at various wealth management firms located in California and Connecticut. In these roles, he gained hands-on experience in financial planning and developed a thorough understanding of different financial environments and client needs. This background has given him a diverse perspective and invaluable skills, contributing to his current expertise and proficiency in financial planning.
Kurtis Rohlf Mentoring FIRST Robotics Team
Kurtis Rohlf actively mentors the local FIRST Robotics team. Through this role, he helps guide students in the fields of science, technology, engineering, and mathematics (STEM). His commitment to mentoring demonstrates his dedication to community involvement and fostering the next generation of technological innovators. This experience allows him to contribute not only his knowledge but also his leadership skills to help students succeed in competitive robotics events.