https://outsourcedfinancialplanner.com/work daily 1.0 2026-02-17 https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/ef4e352f-a6cf-448b-a4cc-78aa15b00843/2024-07-08-Banner-Image-759x844-1.jpg Foundation https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/1721760103675-9EU3FG0YSDB2ZJMU20FG/unsplash-image-8DEDp6S93Po.jpg Foundation https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/1b08617d-47c4-4bfc-8664-faf0436d9208/Screenshot+2024-08-02+at+11.09.01.png Foundation https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/e6f87530-790d-4e5f-bcec-7a332987c2e8/philip.png Foundation https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/1586280033234-MKEPNXNB6UDNW3HSU9LI/Chad.jpg Foundation https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/1586307720165-JT6TW18005JNI7PJTYSD/Ryan.png Foundation https://outsourcedfinancialplanner.com/sample-plan daily 0.75 2026-02-19 https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/e4a9489b-4210-4fcd-99ec-45cdc49ccc15/Screenshot+2025-12-27+at+09.34.55.png https://outsourcedfinancialplanner.com/faq daily 0.75 2025-12-27 https://outsourcedfinancialplanner.com/demo daily 0.75 2020-04-02 https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/1583424467980-C3XVU5RKOEYZYFDGAO9A/IMG_0010+-+Cropped.jpg demo - 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. https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/1583424942793-EVOTZ60BN3W7GI4FK57U/Photo%2BNew.jpg demo - Aaron Taylor | Planning Support Tobias Keene, D.D.S. Hailing from Richmond, Virginia, Dr. Tobias Keene brings a bit of unabashed Southern hospitality to all his patients. He moved to Washington, D.C. over thirty years ago as a freshman at Ivy College. Right after graduation, he attended World University’s School of Dentistry. Before opening Keene Dental in 1994, he worked for free clinics and some of the finest practices in the District. He is part of the 123 Dental Association and stays up-to-date on the latest dental discoveries. When not striving to keep his patients happy and healthy, he’s enjoys hiking with his family in Rock Creek Park. https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/1585775102947-CXML7CM0FGJK8SQ8JU8P/Fred%252BPhoto.jpg demo - 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. https://outsourcedfinancialplanner.com/services daily 0.75 2026-01-13 https://outsourcedfinancialplanner.com/compliance daily 0.75 2026-01-13 https://outsourcedfinancialplanner.com/team-2 daily 0.75 2025-12-26 https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/1586306902983-D48ZC0ET8CS544EZ54NT/Brody+Photo.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/1588697367294-2ZNWZU3NFRRZSSPGBKBP/Jacob%2Bheadshot%2B7-11-18.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/4e9cfe00-f620-4356-9f08-db5e36e83e79/Bart+2022.png Our Team https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/73309a4f-fcab-40c0-a55c-b40880dfd65b/Emmett+Headshot.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/c702b132-48a7-4bca-875f-068905b1265f/Headshot.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/77924a93-7b75-4412-b41e-72f6c551580d/Young%2C+Elias+-+1.10.23+Headshot.jpg Our Team https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/acbdf4d5-0bce-4d07-834f-e8dca80bdb83/Tierney_Aldridge_Headshot.jpg Our Team https://outsourcedfinancialplanner.com/contact daily 0.75 2025-05-09 https://outsourcedfinancialplanner.com/the-500-plan daily 0.75 2026-02-19 https://images.squarespace-cdn.com/content/v1/5e605685714ef73d7c1f1405/f04b57b5-3611-4240-b8c1-6636092a1f5e/LCP+shot.png