Alex Rohtla

Alex Rohtla, CFP®, CSLP®, joined Passive Capital Management (PCM) as a Financial Advisor in the Philadelphia office. His background in teaching and financial advice enhances PCM's client services, and PCM managing partner Jake Asplundh noted that his background in teaching and investment management is a perfect fit for how the firm treats its clients.

Before joining Passive Capital Management, Rohtla spent time at Vanguard, where his selection for the firm's Emerging Leader Development program led him into project management work spanning several business groups, including Investment Stewardship and Personal Advisory Services. He later moved into a role as a High Net Worth Financial Advisor, where he built comprehensive financial plans and managed portfolios for clients.

Prior to joining Vanguard, Rohtla contributed to education and mentorship at the Academy of the New Church, serving as a Science Teacher and Wrestling Coach and Assistant Lacrosse Coach.

Education

Rohtla holds an M.S. from Villanova University and a B.A. from the University of North Carolina at Chapel Hill. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Student Loan Professional (CSLP®).

Career History

• Financial Advisor, Passive Capital Management (Philadelphia), 2026–present
• High Net Worth Financial Advisor, The Vanguard Group
• Project Manager (Emerging Leader Development Program), The Vanguard Group, roles spanning Investment Stewardship and Personal Advisory Services
• Science Teacher, Academy of the New Church

What Rohtla could bring to Passive Capital Management: Rohtla's unique combination of educational experience, formal financial planning credentials (CFP® and CSLP®), and specialized expertise in high net worth portfolio management positions him to enhance PCM's client education initiatives and advisory depth. His background in complex financial planning for affluent clients, paired with his teaching background and student loan expertise (CSLP®), suggests he can provide comprehensive financial guidance across diverse client needs, particularly for clients managing student debt alongside wealth accumulation and portfolio management.

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