Robert Kreitler, CFP®, founded Kreitler Financial in 1985. He works with clients to help them define and achieve their life-time goals and assists in running the practice. Robert is the author of the book Getting Started in Global Investing (Wiley, 2000), spearheaded the National Savings Rate Guidelines for Individuals (Journal of Financial Planning, April 2007) with Ibbotson Associates, and has written many professional articles.
In his prior career he was an expert on natural resource policy and worked for the Office of Management and Budget. He has degrees from Carleton College (Northfield, MN) and Yale University (New Haven, CT).
Robert actively supports education reform in New Haven and is an avid beekeeper, supplying honey to clients. He plays competitive squash and enjoys hiking.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with National Savings Rate Guidelines for Individuals.