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.