Passive Capital Management Welcomes Alex Rohtla as a Financial Advisor

"We're excited to welcome Alex to the team. His background in teaching and investment management makes him a great fit for the way we serve our clients," said Jake Asplundh, CFP®, Managing Partner at PCM.

Before joining Passive Capital Management, Alex Rohtla worked at Vanguard, where he was selected for the company's Emerging Leader Development Program. He worked on projects across several business areas, including Investment Stewardship and Personal Advisory Services, before becoming a High Net Worth Financial Advisor, helping clients create financial plans and manage their investment portfolios.

Read More:EDX Markets Closes $76M in Series C Funding Round

Before joining Vanguard, Alex Rohtla spent nearly 10 years as a high school teacher and also coached boys' lacrosse and wrestling. That experience helped shape his practical and client-focused approach to financial planning.

Alex holds a master's degree from Villanova University and a bachelor's degree from the University of North Carolina at Chapel Hill. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Financial Loan Professional (CFLP®).

About Passive Capital Management

Founded in 2007, Passive Capital Management (PCM) is a fee-only registered investment advisory firm that offers investment management and financial planning services. As a fiduciary, the firm is committed to acting in the best interests of its clients and focuses on disciplined, long-term investment strategies based on factors that can be controlled.

Read More:ExchangiFi Receives Investment from Prosperity Venture Partners