Alan Rhode, CFP<sup>&reg;</sup> - Financial Advisor

Alan Rhode, CFP®

RLP®

Chief Executive Officer

Modern Wealth LLC

51 Hawkswell Circle
Oreland, PA 19075
FINANCIAL ADVISOR'S WEBSITE
(888) 692-3897 CONNECT WITH Alan
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General

Alan Rhode is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modern Wealth LLC in Oreland, PA and the surrounding communities.

Financial Advisor Overview

Hi, I'm Alan Rhode, the Founder and CEO of Modern Wealth. Through my EVOKE® Financial Life Planning process, I Empower People To Live Wealthy! I'm an active and proud Member of the CFP Board, Penn State Alumni Association, XY Planning Network (XYPN), The Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and Business Networking International (BNI). I earned my Bachelor's of Science degree in Finance from Penn State University and satisfied my CFP education requirement through the American College of Financial Services. I plan to continue my education by earning the Investments and Wealth Institute's Certified Private Wealth Advisor® advanced designation and The Kinder Institute of Life Planning's Registered Life Planner® designation. In my free time, I enjoy amateur autocross racing, Philadelphia sports, softball, racquetball, working out, the beach, and spending time with my family and friends. They are everything to me.

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Financial Advisor Experience

With over a decade of experience, I've helped good people and families achieve what's most important to them at prestigious firms such as Merrill Lynch, Morgan Stanley, and Goldman Sachs. I have also been featured and quoted in publications such as The Philadelphia Inquirer, The New York Times, MarketWatch, ABC, NBC, Fox News, Markets Insider, XY Planning Network, The Financial Planning Association, The Fee Only Network, PR Newswire and Ask.com.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Life Planner® (RLP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Life Planning, Startup

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Helpful Financial Planning Resources