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Kurt Rozman
Creating Independence for Financial Professionals | We Handle the Details for Advisors Who Choose to Go Independent | Portfolio Management | Compliance Oversight | Marketing and Business Development
Kurt Rozman is the President of Freedom Wealth Alliance, a Registered Investment Advisory Firm. He has over 30 years of experience in the financial services industry, beginning his career in 1984. Rozman emphasizes a client-centric approach, focusing on helping individuals achieve financial stability and fulfillment. His philosophy is that financial advising extends beyond mere monetary transactions; it involves providing meaningful service that helps clients find purpose in their financial decisions.12
Under his leadership, Freedom Wealth Alliance has developed a collaborative team of professionals dedicated to high standards of service excellence. The firm aims to support other financial advisors in their pursuit of independence and success in the financial advisory field.13 Rozman's background also includes founding Rozman Wealth Management, which allows him to offer a broader range of products and services to his clients.45
Rozman is motivated by a passion for improving the lives of others and believes in the importance of teamwork in overcoming challenges.12
