Alan Rhode, CFP®, CPWA®, CVGA®, CEPA®, RLP® in

Alan Rhode, CFP®, CPWA®, CVGA®, CEPA®, RLP®

Evaluator · DISC type CDS
Founder and CEO | Private Wealth Advisor at Modern Wealth
📍 Greater Philadelphia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
16 Years
Current Role
Founder and CEO | Private Wealth Advisor
Job Level
Leadership
Location
Greater Philadelphia, United States
Personality Overview

How Alan shows up

Fast But Analytical
Thorough Evaluator
Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Priorities

Topics Alan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2019
Founder and CEO | Private Wealth Advisor
Modern Wealth
1-2018 - 12-2018
Wealth Advisor
United Capital Financial Advisors, LLC
8-2015 - 1-2018
Managing Director
HelpSquad
3-2014 - 8-2015
Financial Advisor
Ameriprise Financial Services, LLC.
10-2011 - 3-2014
Financial Planner
Janney Montgomery Scott LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2021 - 6-2022
CPWA®
Yale School of Management
10-2024 - 11-2024
CVGA®
The Value Growth: CVM
3-2023 - 3-2023
CEPA®
Exit Planning Institute
Social presence
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Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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