Passive Capital Management (PCM) recently announced that Alex Rohtla, CFP, CSLP, has joined the firm as a Financial Advisor, based out of the Philadelphia office. His background in teaching and financial advice will enhance the service to PCM’s clients.
“The team at PCM is excited for Alex to join us. His background in teaching and investment management is a perfect fit for how we treat our PCM clients,” said Jake Asplundh, CFP, managing partner of PCM.
Before joining Passive Capital Management, Alex Rohtla spent time at Vanguard, where his selection for the firm’s Emerging Leader Development program led him into project management work spanning several business groups, including Investment Stewardship and Personal Advisory Services. He later moved into a role as a High Net Worth Financial Advisor, where he built comprehensive financial plans and managed portfolios for clients.
Previous to Vanguard, Alex spent close to ten years teaching high school, a stretch that included coaching boys’ lacrosse and wrestling. That combination of classroom and coaching has left its mark on how he works with clients today.
Alex holds an M.S. from Villanova University and a B.A. from the University of North Carolina at Chapel Hill. He is a CERTIFIED FINANCIAL PLANNER professional and a Certified Financial Loan Professional (CFLP).
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