Everyone Deserves a Financial Plan
Welcome to RK Financial Wellness!
WE APPRECIATE YOUR TIME TO LOOK OVER WHAT WE HAVE TO OFFER YOUR COMPANY AND ITS EMPLOYEES.
YOUR EMPLOYEES WILL THANK YOU
Employees will be enlightened to financial terminology and solutions to common financial issues and needs. They will also have the ability to create their own personal financial plan with the help of a Certified Financial Planner (CFP®).
CFP®, Co-founder & CEO
Brad Rosley has been providing financial solutions to client’s since 1986. He is the founder and President of FFG which opened in Glen Ellyn in 1996. Brad graduated from the University of Iowa in 1986. Achieving a Bachelor’s Degree in Finance. I’ve been a Certified Financial Planner since 1990 and helping individuals with their financial decisions for over 25 years. Brad has been quoted and written articles in several publications. Including Kiplinger’s, Chicago Magazine and Business Week. “Brad Rosley on Educated Investing” was published in 2001. He has been blogging at Lifeplanningtoday.com since 2011. I am a long standing member of the Financial Planning Association of Illinois (FPA®), and holding several offices over the years. In 2009, having the honor of serving as President and Chairman of the Board in 2010 of the 1,100 member Illinois Chapter of the FPA®. Starting in this field in 1986, one year before the 1987 stock market crash. After seeing that panic and how it impacted people’s financial lives, I decided to pursue a career in the newly emerging field of financial planning, Certified Financial Planner since 1990. In 1996, I opened my own independent firm. A decided to keep a restricted client base so that I can keep a laser focus on the lives of the people I work with. Having been in this field since my mid twenties, I have had the benefit of working with people in all stages of life and living though many of them as well. Some of the most rewarding things I have seen during my tenure include helping clients save for major goals such as retirement and college and seeing them through those times and beyond. My wife, Soni and our three children reside in Glen Ellyn, IL.
CFP®, Co-founder & CEO
I, “Cris” Kalivas have been in the financial industry since 1987. I started out in the municipal bond business when the 10-year Treasury bond was hovering around 9% and completed my last trade when the 10-year was 2.17. I traded everything in between with all the ups and downs. In the muni bond world I traded, underwrote new issues and participated in investment banking and loved every minute of it. I was the Head National Underwriter bidding on national syndicates underwriting hundred’s of millions of debt for municipalities across the country with three phones at a time and 20 salespeople trying to file their orders with me. While underwriting I noticed a large population of friends, family, neighbors and acquaintances that appeared lost at the slightest mention of financial terms. My desire to bring financial literacy to everyone was birthed. I founded the Glen Ellyn Women’s Investment Club (much like the famous Beardstown Ladies but, legit) and now I speak frequently to groups on day to day financial issues such as budgeting, stocks and college savings. I speak regularly to large military groups teaching on retirement, money management and empowering our servicemen and women to believe they can understand and manage their own finances. I hold a BA in Public Administration from Drake University, hold the professional designation of a CERTIFIED FINANCIAL PLANNER (CFP) and am a member of the Financial Planners Association of Illinois. I have lived in the town of Glen Ellyn, IL, nearly my whole life and I married my high school sweetheart, Nick. We have four awesome kids, Peter, Gus, Sophie and Lily and they are my greatest accomplishment.