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RF&L Wealth Management

Our firm differentiates itself through a high level of service that focuses on helping every client achieve their unique financial goals

Our Team

Securing your complicated future

We use the latest academic research and
apply it to your investment portfolio

Our Philosophy

Everyone’s life is unique

We believe that educating our clients is the best way to
ensure adherence and confidence in an investing strategy

Our Clients

Your financial tomorrow
is our business today

We have a comprehensive financial planning process that
enables us to develop deep and meaningful relationships
that last for generations

Our Services

Our Services

While we provide differentiated services, our relationship transcends
as we become a trusted advisor and partner on your financial journey.

 

Wealth Management

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.

 

Investment Management

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.

 

Financial Planning

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.

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Our Team

RF&L is a family business, but we have diverse profiles and professional accomplishments that make us an energetic and responsive team.

Rodney Hass

Partner
Financial Advisor

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Rodney Hass

Email: Rodney@rflwm.com

Rodney Hass is a Registered Advisor Representative and founding Partner of RF&L Wealth Management. He has more than 15 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).

Bio

Andrew Hass

Financial Advisor

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Andrew Hass

Email: Andrew@rflwm.com

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.

Bio

Ryan Hass

Financial Advisor

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Ryan Hass

Email: Ryan@rflwm.com

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.

Bio

Don't hesitate to get in touch with us.
We would like the opportunity to become your trusted advisor.

 

Contact

 

525 Massachusetts Avenue, Suite #205, Acton, MA, 01720

2743 N. Wayne Avenue, Unit B,
Chicago, IL, 60614

3833 E. 2nd Street, #305,
Long Beach, CA 90803

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