Our Team Harold Rood, CPA Investment Advisor Representative (818) 325-3903 (818) 325-3902 email@example.com Harold brings his years of knowledge and passion for helping his clients to the table and founded Rood Financial, LLC which embodies two generations of family within our company. Harold provides his clients’ with the best possible service, attention to detail and caring attitude that builds long lasting relationships. Harold also has over 25 years of experience in the public accounting profession. He is a CPA and partner in Winkler & Rood CPAs with significant experience in tax planning and preparation. Harold was a partner in Kelson, Rood, Stoll & Winkler CPAs from 1989 to 2008. Harold combines his tax compliance and accounting services with his passion for offering personal financial solutions to his clients’ to help them meet their financial goals.Harold was raised in Union, New Jersey and graduated from the University of Bridgeport with a Bachelor’s of Science in accounting. After college he moved to California where he began his career as a CPA. Harold is married to his wife Jody and enjoys reading, sports, traveling, and spending time with family and friends.He holds his Series 7, 63 and 65 securities registrations as well as his California life, disability and health insurance license. Jennifer Akhlaghi, CFP® Investment Advisor Representative (818) 325-3903 (818) 325-3902 firstname.lastname@example.org Jennifer loves making a difference in peoples’ lives, and believes that her client's life issues should be placed before financial issues. Like all of us at Rood Financial, LLC, she feels that if you understand what is most important to a person, this will enable you to better understand their financial needs, concerns, opportunities and goals. She enjoys creating financial plans, offering financial guidance and values building long term relationships with her clients. Before joining Rood Financial, LLC in 2009, Jennifer worked at Charles Schwab & Co., Inc. and Merrill Lynch. She is a CERTIFIED FINANCIAL PLANNER™, holds her Series 7, 63 and 65 securities registrations and is a licensed California life, disability and health insurance agent. Jennifer lives in Westwood and enjoys an active and healthy lifestyle. She enjoys working out at the gym, jogging around her neighborhood, yoga and discovering new music. She also loves to cook and experiment with new healthy plant-based recipes, and traveling to experience culture, food, art and history. Jody Rood Client Service Associate (818) 325-3903 (818) 325-3902 email@example.com Jody joined Rood Financial in 2005 as a client service associate. She works directly with Harold and Jennifer managing client related communications, preparation of account related documents and additional client needs as necessary. Prior to joining Rood Financial, Jody was a teaching assistant at various schools in the San Fernando Valley.Jody enjoys reading, listening to music, getting together with family and friends and traveling.