Kyle Roffina CFP®, CEPA®

First Vice President

Kyle Roffina joined the McPeak Wealth Management Group of Wells Fargo Advisors in 2018. Kyle graduated magna cum laude from Villanova University’s School of Business in 2016. As a financial advisor, Kyle takes a holistic investment planning approach to helping his clients work towards their unique goals and objectives. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Kyle firmly believes that trust and continued education are key to successful client relationships. Kyle lives in Linwood, NJ, where he enjoys playing pickleball, surfing, and fishing. Kyle is also an avid Villanova Wildcats basketball fan. He and his fiancée, Kara, recently adopted their goldendoodle, Heidi.

 

CA Insurance License Number: 0M99671. Resident State NJ