Brody Rosenfeld, CPA, CFP®
Certified Financial Planner
Certified Financial Planner
Brody joined ACT Advisors in 2025 as a Financial Planner, bringing a strong background in financial planning and tax strategy. A Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional, Brody spent seven years at TWAMS Outsourced Financial Planning, where he developed hundreds of financial plans and earned a reputation as an Excel Wizard. He also has experience in public accounting before fully transitioning into financial planning.
At ACT Advisors, Brody focuses on building comprehensive financial strategies tailored to clients’ needs. His analytical approach and deep technical expertise help clients navigate complex financial decisions with confidence.
Based in Philadelphia, Brody is passionate about giving back to his community, leading a local “trash team” and volunteering with a tree-planting group. In his free time, he enjoys competitive axe throwing, brewing beer, hiking, biking, and baking bread—and is a devoted Philadelphia Eagles fan.
Check the background of this firm and its advisors on adviserinfo.sec.gov and at brokercheck.finra.org.