Advisors at this firm
Andrew H
Series 65
Sherman Oaks, CA
RF&L Wealth Management, LLC
Andrew Hass is a financial advisor at RF&L Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with RF&L Wealth Management since 2015. Outside of his advisory role, he is a partner in Breaking Eighty, LLC, an investment-related business formed in 2010. RF&L Wealth Management provides investment management and retirement plan advisory services to individuals, trusts, charitable organizations, and small businesses. The firm employs a long-term, evidence-based investment approach using primarily passive asset-class mutual funds and ETFs, supported by tools such as Monte Carlo simulation and third-party research.
Rodney H
Series 65
Acton, MA
RF&L Wealth Management, LLC
Rodney Hass is a financial advisor at RF&L Wealth Management, LLC with 22 years of industry experience. He has been with RF&L Wealth Management since 2006 and holds the Series 65 designation. Outside of his advisory role, he is a partner in Breaking Eighty, LLC, an investment-related business formed in 2010. RF&L Wealth Management provides investment management and retirement plan advisory services to individuals, qualified plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, supplemented by individual equities and fixed-income securities.
Ryan H
CFP®, Series 65
Glenview, IL
RF&L Wealth Management, LLC
Ryan Hass is a CFP®-designated financial advisor with RF&L Wealth Management, LLC, where he has worked since 2016. He has 10 years of industry experience and holds a Series 65 license. Outside of his advisory role, Hass is a partner in Breaking Eighty, LLC, an investment-related business focused on real estate and securities. RF&L Wealth Management provides investment management and retirement plan advisory services to individuals, qualified plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs.
