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

Alan Rhode, CFP®

CPWA®, RLP®

Chief Executive Officer

Modern Wealth

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 in Oreland, PA and the surrounding communities.

Financial Advisor Overview

Hi! I’m Alan Rhode, the Founder, and CEO of Modern Wealth. Through our EVOKE® Financial Life Planning and Wealth Management process, I inspire wealth within aspiring Entrepreneurs, current Small Business Owners, HENRYs (High Earners Not Rich Yet), and current Executives. I earned my Bachelor of Science degree in Finance from Penn State University and satisfied my CFP education requirement through the American College of Financial Services. I also earned The Kinder Institute of Life Planning’s Registered Life Planner® designation. Lastly, I have completed the Yale School of Management’s Wealth Management Theory and Practice program and Investment & Wealth Institute’s examination to earn the Certified Private Wealth Advisor® advanced designation.

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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, Wealthtender, PR Newswire, and Ask.com.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Private Wealth Advisor® (CPWA®), Registered Life Planner® (RLP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Life Planning, Startup, Succession Planning

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Helpful Financial Planning Resources