Rita Wilczek ChFC, Founder, Rita Wilczek, Inc.
Rita Wilczek founded her firm in 1988 with a commitment to always act in her clients' best interests. Throughout her distinguished career, she helped business owners and individuals navigate retirement planning and investment strategies with personalized guidance and exceptional service.
A Minneapolis native and University of Minnesota Carlson School of Management graduate, Rita earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations through The American College. She also built strong professional relationships with CPAs, attorneys, and other specialists to deliver comprehensive solutions for her clients.
After more than 35 years of dedicated service, Rita retired in 2025. Her expertise, integrity, and client-first approach continue to be a lasting part of the firm's legacy.
