Kurtis Rohlf
CFP®, ECA
Senior Financial Planner
Currently living in: St. Augustine, FL
Hometown: St. Louis, MO
Kurtis is a CERTIFIED FINANCIAL PLANNER™ with a passion for improving client experiences. Previously, he was a financial planning associate at wealth management firms in California and Connecticut before joining BKFi. He brings a unique blend of analytical skills and personal attention to client relationships, helping individuals and families navigate the ins and outs of financial independence planning confidently.
Get to know Kurtis:
When I'm not crafting personalized financial strategies, you'll find me engaging in highly sophisticated board games or mentoring the local FIRST Robotics team. I believe in combining technical expertise with creative problem-solving, whether I'm analyzing investment portfolios, completing yet another escape room (150+ and counting!), or strategizing my winning move in a board game.
The best piece of financial advice I’ve ever received is…
“ Pay yourself first ”
