Kirt D. Rezek

Kirt D. Rezek

| CFP®

Professional Financial Management

(920) 687-2600

Contact Me

www.pfmria.com

Fee Only Financial Planner Located in Little Chute, WI and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

200 West Elm Drive
Suite B
Little Chute, WI 54140

Kirt Rezek is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

After a four year stint in the US Army as a Korean linguist, I utilized my GI Bill and attended the University of Wisconsin Oshkosh.  After graduating with a degree in finance, I joined a fee-only financial planning and investment firm in Appleton.  Over nine and a half years, I advanced from being a financial planning assistant to becoming a financial advisor with the Certified Financial PlannerTM designation.  I worked directly with clients to assist them in achieving their personal, professional and financial goals and objectives.  I also worked directly with the clients’ other advisors (accountants, attorneys, insurance agents, etc.) to coordinate all aspects of a clients’ financial life to ensure that all are aligned to meet the clients’ goals and objectives.  I am a member of The National Association of Personal Financial Advisors (NAPFA), an organization for fee-only comprehensive financial planning professionals.  I am a past president of the Financial Planning Association of Northeast Wisconsin.  Outside of work, I like to spend time with family and friends.