CSLP Program - Student Loan Advisor Training
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Advisor Detail

Eric Alexander Rohtla Jr.

Designation: CFP®,CSLP®
Languages: English
Fiduciary with expertise in student loan planning helping clients reduce debt, grow wealth, and achieve their goals through investment management and personalized financial advice.

Contact Information

1800 Byberry Road, Suite 1405
Business Phone:
(215) 839-1319
City: Huntingdon Valley
State: PA
Zipcode: 19006
Business Name:
Passive Capital Mgmt

Business Information

Student loans are one of the largest financial decisions many professionals face, yet repayment strategies are often overlooked. As a Financial Advisor with Passive Capital Management, I specialize in helping clients navigate complex student loan decisions while integrating them into a comprehensive financial plan. Whether you’re evaluating repayment options, pursuing loan forgiveness, considering refinancing, or balancing debt with investing and retirement goals, I provide personalized guidance tailored to your situation. As a fiduciary, I am committed to acting in your best interest with transparent, objective advice. My goal is to help you reduce financial stress, make informed decisions, and build a stronger financial future through thoughtful student loan planning and wealth management.

Disclaimer:
Focus Areas:
Financial Planning, Retirement, Investments, Student Loans
License 1:
CFP
CSLP Issue:
May 30, 2025
CSLP Exp:
May 30, 2027

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