Financial Life PLanner
CERTIFIED FINANCIAL PLANNER™ Pro
Hi, I'm Alan Rhode, the Founder and CEO of Modern Wealth LLC, the publisher of The Modern Wealth Blog and Founder of the Live Wealthy Society.
I'm an active and proud Member of the CFP Board, Penn State Alumni Association, XY Planning Network (XYPN), National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and Business Networking International (BNI).
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 New York Times, MarketWatch, ABC, NBC, Fox News, Markets Insider, XY Planning Network, the Fee Only Network, PR Newswire and Ask.com.
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.
I believe that people want much more than a broker providing hot stock tips and a 100-page financial plan that becomes decoration on their coffee table. And everyone needs help, not just people that meet the "firm minimums." Life's faster, more complicated, and digital. But that doesn’t mean we all should lose the personal touch and the personal relationships. They should be enhanced. And with me, they are. I have merged my client's goals, values, behaviors, resources and technology into a simple and repeatable process called Financial Life Planning. I am always with my clients. Whether it’s a simple phone call, text, online, on their tablet or on their phone. I empower people to Live Wealthy!
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.
XY Planning Network is the leading organization of fee only financial advisors, like me. XYPN believes that consumers are looking for more than investment advice, and are seeking full financial planning.
XY Investment Solutions is a Turnkey Asset Management Platform (TAMP) built for the next generation of financial planners, like me. Through their partnership with East Bay Financial Services, XYIS is able to leverage their collective expertise to build portfolios that line up with my clients' risk tolerance and goals.
XY Tax Solutions, a division of XY Planning Network (XYPN), empowers me to strengthen client relationships through deep tax expertise.
As an extension of my firm Modern Wealth, Low Load Insurance Solutions works with us and my clients to find the right solutions for:
Term Life Insurance
Permanent Life Insurance
Variable Universal Life
Guaranteed Universal Life
Critical Care Insurance
Long Term Care Insurance
Hybrid Life / Long Term Care Insurance
Hybrid Annuity / Long Term Care Insurance
DataPoints provides Modern Wealth with behavioral assessments to help our clients understand their financial competencies. Their assessments, based on the research from The Millionaire Next Door, provide a science-based framework for identifying and enhancing money-related habits.