Our emphasis is on understanding and helping to manage the risks inherent in all investments. By employing advanced diversification* strategies, we strive to help our clients achieve their goals while attempting to mitigate many of the pitfalls inherent in today's fast-moving global economy. Many of our clients are professionals, university professors and business owners who come to us for advice on the very complex issues involved in retirement planning.
Our high staff-to-client ratio means we can offer more customized service for each client. Clients work with a team led by an advisor and associate financial planner, both of whom are dedicated to working with a limited number of clients. Our expert branch professionals average over 15 years experience in the financial industry. We provide leading-edge investment and financial planning services, and we have been consistently ranked among the leading offices for Raymond James.**
Robert Kreitler, president of Kreitler Financial, is a noted author who has written on global investing, as well as retirement planning. He is a regular guest on the Connecticut Public Radio’s “Faith Middleton Show.”
**Based on revenues generated and assets under management.
Branch Manager, RJFS
robert.kreitler@kreitlerfinancial.com
Robert Kreitler, a Certified Financial Planner™ professional, manages a New Haven branch office of Raymond James Financial Services, Inc. He has been a member of the firm’s elite Chairman’s Council* for four years. He was a financial planner for more than 25 years and has been named by Connecticut Magazine as one of the top financial advisors in the state in 2008.**
He spearheaded an effort with Ibbotson Associates and the Financial Planning Association to create the National Savings Rate Guidelines for Individuals, a document that has received extensive national attention. Robert has written numerous articles on retirement planning and is the author of Getting Started in Global Investing, which introduces the Island Principle™. He is a regular guest on Connecticut Public Radio’s “Faith Middleton Show,” and speaks regularly at professional meetings. He worked for Champion International for five years and was with the federal government for 15 years, half of them with the Office of Management and Budget. He has degrees from Carleton College and Yale University.
*Membership is based mainly on assets under management, education, credentials and fiscal-year production. Requalification is required annually.
**The rankings were based on qualitative, as well as quantitative, criteria and reflect advisors’ assets under management, revenue generated, quality of service and regulatory records, among other factors. The Connecticut Magazine rankings were produced by Winner's Circle, a research organization that Barron's acquired in 2008. Individual experiences may vary. Past performance is not indicative of future results.
CFP® | Certified Financial Planner™ | 
Certified Financial Planner Board of Standards, Inc., owns the certification marks above,
which it awards to individuals who successfully complete initial and ongoing certification requirements.
Financial Advisor, RJFS
charles.kreitler@kreitlerfinancial.com
Charles Kreitler joined Kreitler Financial in 2005. He is a co-author of the National Savings Rate Guidelines for Individuals. Previously, he worked in the field of market research consulting, most recently as vice president of client services at Marketing Management Analytics, a marketing analytics firm headquartered in Wilton, Connecticut. Charlie created and ran MMA’s pharmaceutical practice. His work focused on improving the marketing effectiveness of Fortune 100 pharmaceutical and consumer packaged goods clients through analytical solutions. Before joining MMA in 2000, Charlie worked at Cannondale Associates, a marketing consulting firm. Charlie holds a Bachelor of Arts from St. Lawrence University.
Finance Manager, Kreitler Financial, RJFS
kim.diraffaele@kreitlerfinancial.com
Kim DiRaffaele, CPA, joined Kreitler Financial in 1995. She has more than 20 years of financial and accounting experience. Prior to joining Kreitler Financial, she was a manager with Deloitte & Touche, where she was responsible for supervising audits. Her work focused on assisting companies with SEC filings and annual reports, as well as ensuring compliance with management’s internal controls.
Kim holds a bachelor’s degree in business administration and a master’s degree in accounting from Florida Atlantic University.
