Qualifications

Eric S. Korbitz, CPA, CFP®
is a Certified Financial Planner, having received the designation in 1992.  Eric is also a Certified Public Accountant, having received that designation in 1988.

Eric has been working with individuals to help them solve their tax and financial planning concerns for over 20 years. Eric has had his own accounting firm since 1995, and acquired Creative Financial Services through Korbitz Financial Advisors LLC in 2008.  Eric has a Bachelor of Business Administration degree from the University of Wisconsin and a Master of Accounting Science degree from the University of Illinois.  He is a member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the Garrett Planning Network (GPN), the American Institute of Certified Public Accountants (AICPA), and the Wisconsin Institute of Certified Public Accountants (WICPA.)

William L. Rodau, MS, MBA, CFP®
is a Certified Financial Planner™ Certificant, having received the designation in 1987.

Bill has been helping people solve their financial planning concerns since 1985 and also has over 23 years of corporate financial experience. He has an undergraduate degree in Accounting, a MBA in Quantitative Analysis, and a Master of Science degree in Financial Planning, with a Retirement Planning emphasis. He is a member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA) and The Garrett Planning Network (GPN)

Back to Top