WealthFD

Rose De Frank is a CFP® professional with six years at WealthFD and two years of industry experience. Prior to joining WealthFD, she held roles at Target and Saint Joseph’s University. WealthFD provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors, using a combination of fundamental, quantitative, and modern portfolio theory approaches. The firm integrates tax and accounting capabilities alongside portfolio management, offering a coordinated service model that includes personal and business tax planning.

Joseph Hogan is a CFP® professional with seven years of industry experience, currently serving as an advisor at WealthFD since 2018. His prior experience includes roles at Mariaca Wealth Management and RTD Financial Advisors. Outside of advisory work, he is a partner in an independent mortgage brokerage, MortgageFD LLC. WealthFD is a team-based firm providing investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors. The firm integrates fundamental, quantitative, and modern portfolio theory approaches and offers in-house tax and mortgage coordination through affiliated entities, supporting comprehensive wealth management and portfolio monitoring.

Ryan Di Fabrizio is a CFP® professional with two years of industry experience, currently serving as an advisor at WealthFD since 2021. Prior to joining WealthFD, he worked at Citadel Credit Union in 2019 and was a student from 2013 to 2021. WealthFD provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plan sponsors. The firm integrates tax and accounting capabilities with its advisory services, offering portfolio management, financial planning, and pension consulting with an approach that includes fundamental, quantitative, and modern portfolio theory methods.