Robert and Loletta K. have a diverse and extensive professional background in financial consulting and optometry. Currently serving as a Volunteer Financial Mentor at 3rd Decade, Robert and Loletta K. also hold multiple positions as Chartered Financial Consultants providing pro bono services with organizations such as The Prosp(a)rity Project, Apprisen, and the Foundation for Financial Planning. Additionally, Robert and Loletta K. work as an IRS VITA Preparer and Site Coordinator, facilitating tax preparation services, and have a role at Goldman Sachs as a Float involved in strategic acquisitions. As a long-standing Examiner and Contributing Author for the National Board of Examiners in Optometry®, Robert and Loletta K. also share a passion for bowling as a USBC Level One Coach and have affiliations with the Professional Bowlers Association. The educational background includes notable achievements from institutions such as Ferris State University and the Massachusetts Institute of Technology, highlighting a commitment to continuous learning and professional development in financial planning and optometry.
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