We’re
committed to delivering financial confidence to America’s growing retirement
community.
Meet Kyle
Rolek, CFP®, AWMA
As a retirement
advisor and Certified
Financial Planner, Kyle Rolek
is focused on
helping clients work toward their
retirement dreams through
a well-‐thought-‐out strategy
for retirement income.
Kyle Rolek graduated
in 2009 from
Lafayette College in
Easton, PA 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 an executive
role before moving
on to pursue
his mission of
they want to
be by forming
Rolek Retirement Strategies empowering people
with the education
they need to
get where. Kyle Rolek
is a member
of the Financial
Educators NetworkTM. Since
2001, the Financial
Educators NetworkTM has
enabled schools and
universities to provide
high quality financial
education as a part of
their continuing and
adult education programs.
As part of
the Financial Educators
NetworkTM, Kyle Rolek
serves as an
instructor for adult
learning courses at
hosted at local
colleges and universities.
Courses were held
at 300 schools
throughout the nation
in 2015 and
were attended by
over 50,000 people.
Over 500,000 adults
have attended the
courses since 2001.
In addition to
his Certified Financial
Planner certification provided
through the Certified
Financial Planner Board
of Standards, Kyle
Rolek 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, NextGen Financial
Advisor Network and
Global Insurance Network.
A resident of
Philadelphia, Kyle Rolek
enjoys traveling, attending
sporting events, fitness,
running and spending
time with family
and friends. To
schedule a time
to discuss developing
your retirement strategy,
contact Kyle at
kyle.rolek@rolekretirement.com
or call the
office at 267.427.5667
today!
