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Brody Rosenfeld, CPA, CFP®

Brody Rosenfeld, CPA, CFP®

Third Party Financial Planning Consultant with Foundation Financial Planning

I am a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ certificant, and hold a FINRA Series 65 certification. My extensive technical knowledge plays a crucial role in developing customized financial strategies for our clients. After briefly working in public accounting, I shifted my focus to Financial Planning a decade ago. Since then, I have created numerous financial plans for various advisors, managed relationships, and utilized Microsoft Excel to provide effective financial planning solutions. I take pride in being known as an Excel Wizard.

I hold degrees in accounting and economics from Arcadia University in Glenside, Pennsylvania. During my time there, I had the opportunity to study Finance & European History at The University of Cambridge in the United Kingdom.

In my leisure time, I enjoy engaging in competitive axe throwing, brewing beer, learning about history, hiking, biking, and baking bread. I also dedicate my time to volunteer work, such as picking up litter in my Philadelphia neighborhood, where I formed a local "trash team." Additionally, I volunteer with a local tree-planting group. As an avid Philadelphia Eagles fan, I always make sure to support my favorite team.