Robert P. Kreitler, CFP^®

Kreitler Financial LLC

265 Church Street, Suite 801
New Haven, CT 06510

(203) 867-4396

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

General

Robert Kreitler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kreitler Financial LLC in New Haven, CT and the surrounding communities.

Financial Advisor Overview

Kreitler Financial, located at One Century Tower overlooking the historic Yale University campus in New Haven, CT, is a privately owned independent practice with more than 25 years of experience. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and we have access to TIAA-CREF’s Independent Advisor program. We have the ability to monitor and advise clients on financial assets regardless of where they are held.
Our team's comprehensive wealth management process helps coordinate the many facets of our client’s lives, including investments, income and cash flow planning, risk management strategies, estate planning, charitable interests and more. Our emphasis is on understanding and helping to manage the risks inherent in all investments. By employing customized diversification strategies**, we strive to help our clients achieve their goals while attempting to mitigate many of the pitfalls inherent in today's fast-moving global economy. Many of our clients are professionals, university professors and business owners who come to us for advice on the very complex issues involved in retirement planning.

Our high staff-to-client ratio means we can offer more customized service for each client. Clients work with a team led by an advisor and associate financial planner, both of whom are dedicated to working with a limited number of clients. Our branch professionals average over 15 years experience in the financial industry. We provide innovative investment and financial planning services, and we have been consistently ranked among the leading offices for Raymond James.**

Financial Advisor Experience

Robert Kreitler, CFP®, is the founder of Kreitler Financial. He works with clients and assists in running the practice. He is 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. He is a frequent guest on radio and TV. Bob has been a member of the Raymond James Chairman’s Council, which recognizes Raymond James top advisors**, since 2005.

In his prior career he was an expert on natural resource policy and worked for the Office of Management and Budget. Robert holds Series 7, 24, and 66 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. He has degrees from Carleton College (Northfield, MN) and Yale University (New Haven, CT).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other -

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

*Diversification does not ensure a profit or guarantee against a loss.
**Membership is based on prior fiscal year production. Re-qualification is required annually.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Kreitler Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

FINRA BrokerCheck