Our Team
Brody Rosenfeld, CPA | Financial Planner
Brody is Foundation’s Owner & Operator. As the son of a successful financial advisor, Brody grew up learning about financial planning and its importance.
He received a Bachelor Degree in Accounting with a minor in Economics earning Magna Cum Laude honors from Arcadia University in Glenside, Pennsylvania. While there, he spent a semester abroad in the United Kingdom at The University of Cambridge where he studied Finance & European History.
Brody has completed the Certified Public Accountant (CPA) Examinations and the Uniform Investment Advisor Law (Series 65) Exam and is currently in process of studying for the Certified Financial Planner (CFP®) designation.
He is a veteran of TWAMS Outsourced Financial Planning where he spent 7 years creating hundreds of financial plans for a variety of advisors, managing relationships, creating Microsoft Excel driven financial planning solutions, and striving to live up to his reputation as an Excel Wizard. In previous positions, he has worked in public accounting.
In his spare time Brody enjoys competitive axe throwing, brewing lager beer, learning about history, hiking, & baking bread. He is an avid Philadelphia Eagles fan.
Aaron Taylor | Planning Support
Aaron comes into Foundation with 8 years of financial industry experience.
His previous experience was in risk management at Benton County Schools Credit Union (Corvallis, Oregon), as a quality assurance analyst for Money Tree Financial Planning Software (also in Corvallis, Oregon), and most recently in a Planning Support role for TWAMS Outsourced Financial Planning, where he began working with Brody.
He received his Associates Degree in digital media development and design from Lane Community College in Eugene, Oregon.
In his role at Foundation Financial Planning, Aaron is responsible for initial data review, data organization, data entry into Microsoft Excel as well as various financial planning softwares, assisting with Microsoft Excel solutions engineering, and assisting with the overall quality control processes as a valued second set of eyes.
Fred Rosenfeld, MBA | Consultant
Fred spent 21 years as a private wealth advisor at Ameriprise Financial.
He earned his Masters in Business Administration (MBA) from Temple University in Philadelphia, Pennsylvania as well as a Bachelors Degree in Aerospace Engineering from Penn State University in State College, Pennsylvania.
Fred retired from his practice in 2017 and now spends his time in Naples, Florida and Margate City, New Jersey where he focuses on playing golf and enjoying retirement.
He previously was a Certified Financial Planner (CFP®)*, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified in Long Term Care (CLTC), & Certified Fund Specialist (CFS) when active..
He is now involved with Foundation Financial Planning in a limited consulting role for his son, Brody.
While Fred is not involved in day-to-day plan creation, he provides an experienced view point and insight on planning strategies when needed.