Announcements

Milestones that mark our momentum.

Stay up to date on the latest news, announcements, and additions to our team. These stories offer a clear view of how Kreitler Financial continues to grow and strengthen our service to clients.

Man in a suit sits at a desk with books and a tablet, surrounded by large green plants in a modern, well-lit office space.

May 8, 2026

Welcome Max Trachten to Kreitler Financial

A welcome announcement for Melissa Taylor as Chief Operating Officer/Integrator at Kreitler Financial, highlighting her qualifications, experience, and expected contributions.

March 16, 2026

Welcome Melissa to Kreitler Financial

Announcement welcoming Margie Beriller as Executive Assistant to Charlie Kreitler at Kreitler Financial, detailing her experience and prior roles in large organizations and healthcare companies.

March 15, 2026

Welcome Margie to Kreitler Financial

Announcements

Milestones that mark our momentum.

Our Approach

What We Offer

Who We Are

Resources

Contact

This website uses cookies to ensure you get the best experience. By continuing to browse on this website, you accept the use of cookies for the above purposes.