Courtney Krzaczyk

Employer firm

Rockwood Wealth Management, LLC CRD 137481

$2.87B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 12/2021
  Kpmg
  Philadelphia, PA
• 12/2021 → Present
  Rockwood Wealth Management
  New Hope, PA
• 12/2021 → Present
  Rockwood Wealth Management
  New Hope, PA
• 07/2015 → 12/2020
  N/A
  N/A, XX
• 06/2019 → 08/2019
  Kpmg
  Philadelphia, PA

Designations

• Certified Financial Planner

Other Names

• Courtney Ripp