Broker Check
Kurt Rozman

Kurt is driven by a singular passion in life: live the best life he can, while helping as many deserving people as possible along the way. His focus is to improve everything he touches. Kurt has spent the last 25 years of his professional career helping people improve their financial lives. Since the beginning, his focus has resulted in him outgrowing 2 investment firms, leading to his ultimate professional achievement, building and managing his own R.I.A. Kurt's goal is to bring high quality, personalized investment management within the reach of deserving investors.

Recently Kurt reinvigorated his investment team by creating the R.I.A. Freedom Wealth Alliance. His vision is to create a diverse team of financial professionals offering quality tools and products, to clients and advisors without sacrificing independence and freedom.

For Kurt work is deeply interwoven into his life. He is always looking for ways to improve and grow. He meets new challenges head on, always striving for professional development and advancing new portfolio management techniques.  Even his hobbies are centered around conquering new adventures, from climbing to the top of a mountain, to diving to the bottom of the ocean.  In his down time, traveling provides the necessary personal balance to all of his professional endeavors. His favorite destination is Hawaii.

Fun Facts about Kurt: 

Kurt's favorite subject is history. He especially enjoys reading about our countries forefathers, and holds all our military personnel in the highest regard.

Kurt has two big red buttons on his desk. One button says, "NO" when depressed (even though Kurt is busy he doesn't say no to anyone asking for help - which is why someone gave it to him). The other button says "THAT WAS EASY" (which is often how a person feels when they come to Kurt for help).

His favorite quotes:

"There are no constraints on the human mind, no walls around the human spirit, and no barriers to our progress except those we ourselves erect." Ronald Reagan

"In the end, it's not the years in your life that count. It's the life in your years." Abraham Lincoln