Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp® Email and Phone Number
Business owners, you’ve been cornered.Because there is only one path to “retirement” for you…You need to sell (or transition) your business if you ever truly want to “retire”.You started your business years ago because you value freedom.The freedom to make your own schedule.The freedom to make as much money as you can.The freedom to make your own rules.But that freedom starts to run out when you ask this simple question:“Can I actually sell my business and will I get enough money to live off of it from the sale?”This is your value gap. How much you saved + what your business is worth = your retirement income.You have a unique vision of what “retirement” looks like.Travel, making working optional, spending time with family, starting new business ventures, charitable endeavors, etc…But none of this is possible unless you have a plan to turn your business into a sellable asset.That changes today.Let me introduce you to my Dynamic Plan™ - my proprietary planning strategy specifically for business owners and entrepreneurs.Just like business, the state of your life and wealth is fluid and unpredictable.Partnering with us will give you a dynamic plan with systems, strategies, and software needed to maximize your businesses' profitability, valuation, personal net worth and tax-efficiency.Your business can become a sellable asset.You just need the right plan to get there. Let me build that for you…Leave me a note here on LinkedIn or email me alan@modernwealthllc.com.
Modern Wealth
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Founder And Ceo | Private Wealth AdvisorModern Wealth Jan 2019 - PresentOreland, Pennsylvania, UsAt Modern Wealth, we believe in challenging the status quo of traditional financial planning by advising differently and designing our client's best life.We do this by integrating Financial Planning, Value Acceleration Methodology™, and Life Planning into a seamless onboarding process called EVOKE® culminating with your Dynamic Plan™.Modern Wealth is an independent fiduciary that provides fee-only Financial Planning and Business Advisory tailored to Entrepreneurs and Small Business Owners.
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Wealth AdvisorUnited Capital Financial Advisors, Llc Jan 2018 - Dec 2018Irving, Texas, UsSuccessfully lead clients through the Money Mind® and Honest Conversations® processAssisted clients in the areas of investment, tax, retirement, education planning, insurance and estate planningActively participated in case design and meeting preparationActively monitored financial markets, specific investments in clients’ portfolios and keep abreast of new investment strategies and investment vehicles to continue to provide the best possible level of service to all firm clientsTook a holistic view of each client’s financial needs and goals ensuring clients remain on track to obtain goalsMaintained a thorough understanding of the client’s situation resulting in the ability to review each deliverable with the client, including Investment performanceActed as the primary liaison with clients’ accountants, attorneys and other advisors and created a strong relationship as a team to ensure a comprehensive wealth management planWas responsible for new business development, including active retention of new clients, development of strategic alliances and opportunitiesEstablished and maintained relationships with industry influencers and key strategic partners -
Managing DirectorHelpsquad Aug 2015 - Jan 2018Hatboro, Pa, UsGathered, consolidated, and analyzed operating and financial resultsPrepared internal and external reporting deliverablesAnalyzed trends and drivers, and explained forecast vs. actual variancesIdentified and lead initiatives to continuously improve, automate, and scale forecasting and reporting tools, processes, and methodologiesOversaw and managed the continued development of budgeting, financial forecasting, operating plan, strategic partnerships, client onboarding and relationship managementWas responsible for the overall management of all strategic and operational Marketing and Customer Relationship activitiesIdentified and evaluated new markets and partnership opportunities through direct prospecting, networking, attendance and participation with various industry and professional groups and networking associations -
Financial AdvisorAmeriprise Financial Services, Llc. Mar 2014 - Aug 2015Minneapolis, Mn, UsI helped my clients plan well for today and the future through the Confident Retirement® approach.It started with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy.Most of my client's had multiple financial goals. Deciding what to handle, when, and how can be complex.Working together, we prioritized client’s needs and developed strategies to help meet those goals.By breaking my client's financial goals down into doable steps, I helped take the uncertainty out of planning for their financial future -
Financial PlannerJanney Montgomery Scott Llc Oct 2011 - Mar 2014Philadelphia, UsServed as internal consultant to provide subject matter expertise to financial advisors and their clientsCreated and delivered formal presentations to clients in an effort to grow, retain, and manage client relationshipsProvided support and advice to financial advisors, their clients and their attorneys, CPAs, and other trusted advisorsWorked with financial advisors to provide reviews of existing client portfolios and personal investment objectivesConducted meetings to discuss tax, estate, and financial planning related law changesCoached financial advisors on the virtues of using the planning process to improve client relationships and increase assets under managementStayed current on industry standards, tax, and legal matters and competitive best practices -
Financial Advisor AssociateMorgan Stanley May 2009 - Oct 2011New York, Ny, UsDeveloped a wealth plan based on my client's life and goals, not an impersonal benchmarkCreated customized wealth strategies for every aspect of my client's financial lifeProvided timely solutions across a range of asset classes to help you meet client's goalsAdvised my client on retirement savings challenges with customized financial solutionsProtected my client's plan from the uncertain future with a variety of products for managing riskHelped protect and preserve the things that mattered most, like family, legacy, and values -
Private Wealth Management InternMerrill Lynch Dec 2008 - May 2009New York, Ny, UsPerformed research on mutual funds, stocks, and fixed income securities utilizing various investment research servicesAssisted in the development of presentations to clients and potential clients.Assisted in the development of model portfolios, while maintaining and updating various information regarding recommended investmentsProofread investment management performance reports, client fee calculations and marketing proposals
Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp® Skills
Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp® Education Details
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Yale School Of ManagementWealth Management Theory & Practice -
Exit Planning InstituteValue Acceleration And Exit Planning
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Kinder Institute Of Life PlanningRegistered Life Planner® Designation Education
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SandlerLeadership For Organizational Excellence
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The American College Of Financial ServicesCfp Board Registered Education Program
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Penn State UniversityBusiness Administration
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Lower Moreland High SchoolHigh School Diploma
Frequently Asked Questions about Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp®
What company does Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp® work for?
Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp® works for Modern Wealth
What is Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp®'s role at the current company?
Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp®'s current role is US Top 100 Wealth Advisor for Entrepreneurs looking to fund “what’s next” | Founder & CEO of Modern Wealth.
What schools did Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp® attend?
Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp® attended Yale School Of Management, Exit Planning Institute, Kinder Institute Of Life Planning, Sandler, The American College Of Financial Services, Penn State University, Lower Moreland High School.
What skills is Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp® known for?
Alan Rhode, Cfp®, Cpwa®, Cvga®, Cepa®, Rlp® has skills like Life Planning, Estate Planning, Financial Advisory, College Education Planning, Income Tax, Retirement Savings, Cash Flow, Estate Tax Planning, Wealth Transfer, Retirement Planning, Financial Planning, Tax.
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