We serve as the quarterback for your financial life, ensuring you protect and grow your wealth, and that all components of your financial health are covered, from estate planning to accounting and insurance.
Our approach is based on academic research which states that investing in low-cost, broadly diversified funds and select other financial products can minimize risks and most effectively capture the returns the markets provide.
Whether saving for college education, retirement, charitable giving, or future generations, we believe that understanding your current and future financial needs is paramount to forming a successful strategy.
RF&L is a family business, but we have diverse profiles and professional accomplishments that make us an energetic and responsive team.
Rodney Hass is a Registered Advisor Representative and founding member of RF&L Wealth Management. He has more than 17 years of experience managing investments for clients.
Rodney began practicing as a Certified Public Accountant (CPA) in 1975. After 13 years as a sole practitioner, he merged his firm and became a founding Partner of Goloboy and Hass, PC in 1988. In 2002 he merged with Robert Finnegan & Lynah, PC. Rodney was a Partner at Robert Finnegan & Lynah until 2011, when the firm merged with Marcum LLP. Rodney continued practicing for 2 additional years at Marcum LLP. As a CPA, Rodney focused on tax strategies for individuals, families and institutions. He is now focusing exclusively on wealth management and utilizes his background to manage taxes associated with RF&L’s investment strategy.
Rodney believes in modern portfolio theory and uses its principles as he manages investments for clients. He firmly believes that utilizing low fee funds, managing transaction costs, and minimizing taxes are all vital components to helping clients achieve their financial goals. Rodney graduated from Bryant College with a Bachelor of Science in Accounting. He remains a Certified Public Accountant (CPA) and is also a Personal Financial Specialist (PFS).
Andrew Hass joined RF&L Wealth Management in July 2015. He has an undergraduate degree from Boston University and a Juris Doctorate from the University of Miami. He is a Registered Advisor Representative. Prior to joining RF&L, Andrew was a Director of Research at William Morris Endeavor Talent Agency (WME) in both New York City and Los Angeles, where he worked with agents and clients to leverage consumer behavior across media platforms using analytical analysis.
Ryan Hass joined RF&L Wealth Management in January of 2016. He has a Bachelor of Arts degree in Economics from Northwestern University and a Master of Business Administration degree in Finance from the University of Chicago Booth School of Business. Ryan joined RF&L from Deloitte Consulting, where he worked since 2008. At Deloitte, Ryan was a Manager, leading consulting teams advising multi-national companies on Finance and Strategy. In his role at Deloitte, he worked extensively with client executive teams to drive change based on analytical insight, including extensive financial modeling. Before Deloitte Consulting, Ryan worked at the Corporate Executive Board (CEB) in the company’s CFO advisory practice. Ryan is a Registered Advisor Representative and a CERTIFIED FINANCIAL PLANNER™.
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