Brody Rosenfeld, CPA - Financial Planner

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Brody Rosenfeld - Bull Oak Capital


Brody is responsible for acting as the firm's paraplanner where he helps create highly customized, cash-flow based financial plans. He received a B.S in Accounting and a minor in Economics with Magna Cum Laude honors from Arcadia University. In addition, he spent a semester abroad in the United Kingdom at The University of Cambridge where he studied Finance & European History. In previous positions, he has worked in public accounting. He has completed the Certified Public Accountant (CPA) Examinations and the Uniform Investment Advisor Law (Series 65) Exam.

In his spare time Brody enjoys brewing beer at home with a focus on creating clean German style lagers and hop forward American ales. He is an avid Philadelphia Eagles fan and fully expects to celebrate multiple Superbowl victories during the Carson Wentz era.

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