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).