Kirt Rezek (CFP®)

Kirt Rezek focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Professional Financial Management, Where Investment Management meets Financial Planning
.....Because you only get one chance at retirement.

NAPFA Start Date

April 27, 2007

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This Office

W6184 Aerotech Drive Suite A Appleton, WI 54914 Phone: (920) 687-2600