Kurtis Rohlf,
CFP®, ECA,

Senior Financial Planner

Currently living in: ST. AUGUSTINE, FLORIDA

 

Kurtis is a CERTIFIED FINANCIAL PLANNER™ with a passion for the client experience. Kurtis was previously a financial planning associate at wealth management firms in California and Connecticut. In his spare time, you can find Kurtis playing sophisticated board games or mentoring the local FIRST Robotics team.


Best piece of financial advice I’ve ever received is…

“Pay yourself first.”


 

When I’m not at Brooklyn Fi, you can find me…

Playing Escape Rooms, Board Games, or hanging out by the grill.

 

Check out my Spotify playlist!


What’s the best thing a client has said to you?