BLUE BELL, PA — Alan Rhode, founder and CEO of Modern Wealth, is gaining recognition for his innovative leadership in financial planning and wealth management. This November, Rhode added the Certified Value Growth Advisor® (CVGA®) designation to his extensive list of credentials, which already includes CFP®, CPWA®, CEPA®, and RLP®, further solidifying his expertise in serving entrepreneurs and business owners.
Rhode was also named to the ETF.com Leaders Top 100 Advisors, a prestigious recognition of his dedication and impact in the wealth advisory space.
Modern Wealth, an independent, fee-only firm, operates as a true fiduciary, ensuring clients’ best interests always come first. Rhode leads with a comprehensive framework called the Dynamic Plan, combining insights across wealth, business, and life strategy. This approach helps entrepreneurs tackle the Wealth Gap—the difference between the current value of their business and the amount needed to fund their future goals.
The CVGA® and CEPA® certifications enable Rhode to provide business owners with strategies to boost company value, address inefficiencies, reduce risks, and prepare for successful business exits. His CFP® and CPWA® qualifications highlight deep expertise in holistic financial planning and wealth management, while the RLP® designation emphasizes his commitment to aligning finances with personal life aspirations.
“Alan’s dedication to tailoring services for entrepreneurs and his focus on integrating financial, business, and life planning make Modern Wealth a standout in private wealth advisory,” said Rhode’s team.
With these achievements, Modern Wealth continues to set a high standard for providing strategic, client-focused solutions that empower entrepreneurs to secure their financial futures and achieve their personal aspirations.
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