Client Service Specialist
Kurtis Rohlf’s mission of helping make the client experience go smoothly may sound simple, but it requires a combination of sustained dedication and creativity. No matter—Kurtis thrives as our client service specialist. He likes the fact that no two clients have the same needs and finds it exciting to shift his point of view to understand how he can best help each one.
Kurtis is also on another mission: to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. While he was taking a personal finance college at Sacramento City College, the professor inspired him to pursue a career in financial planning. Until then, Kurtis hadn’t known that a path existed that would allow him to help others reach their aspirations while studying business as well. Passionate about the positive impact that financial planning can have, he is a member of the Financial Planning Association (FPA) and the 2019 NexGen co-director for the FPA of Northern California.
Kurtis is also a mentor for FIRST (For Inspiration and Recognition of Science and Technology), a nonprofit organization that inspires young people to enter the fields of science, technology, engineering, and math. The Davis resident also has a brown belt in tae kwon do, is a longtime fan of Dungeons & Dragons, and loves solving his way out of escape rooms.
Education and Certifications
- B.S., Finance, California State University, Sacramento
Interests and Involvement
- 2019 NexGen Co-Director, Financial Planning Association (FPA) of Northern California
- Mentor, FIRST Tech Challenge (FRC) Team 1678, Citrus Circuits