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


This Office

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