I am one of five advisors that make up the team at our Water Tower Location and one of the three founding members that have been together for over 15 years. Every client is served by a primary advisor but supported by the team makes up the Water Tower Voya Financial Advisors Office.
We have developed a unique position in the financial services industry by creating strong ties with public education in Oregon and SW Washington. Voya is a provider of supplemental retirement plans to multiple school districts and local governments. Our Water Tower office serves those participants, their families and friends.
This has led to a deep understanding of the Oregon Public Employees Retirement System. We provide advice and planning on pensions elections and the impact of making that choice right away or planning for retirement in sometime in the future. Our team of advisors are regularly asked to provide educational workshops on Oregon PERS and it's different plans; Tier 1, Tier 2 and the Oregon Public Service Retirement Plan (OPSRP).
In addition to our responsibilities as advisors, our team has served on multiple non profit boards including groups that support foster care, children of low income families, and community government boards.
By working with us, I believe you will find confidence in your decisions and have a vision of what your financial future can look like.
The AIF Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards.
Rolf has been in the financial services industry since 1992; and with ING Financial Partners, now known as Voya Financial Advisors since 2005. Rolf is registered as a general securities representative (Series 7), a general securities principal (Series 24), and serves as an investment advisor representative with Voya Financial Advisors.
Rolf also holds life and health insurance licenses for the states of Oregon and Washington.