KURTIS POLACEK, CFP®
Investment Advisor Representative
- 7924 Jessies Way, Suite AFairfield Township, OH 45011
Kurtis entered the wealth advisory business in 2012, following graduation from Xavier University. Through experience at multiple RIAs in Cincinnati, Kurtis became a Certified Financial Planner™ in 2015. He specializes in financial planning topics such as retirement planning, investment management, estate planning, and education funding. Kurtis is an avid sports fan, particularly as a Xavier basketball season ticket holder. He enjoys traveling with his wife, Amanda, and currently resides in West Chester, OH.