Rappaport Wealth Management
Our Qualifications
I have been working with individual investors and families for over 25 years. I use my extensive personal and professional experience in all areas of investment planning to help you pursue your goals. I hold multiple professional designations and am registered to provide a variety of financial products and services.
Education:Â
- Accredited Wealth Management Advisor program, The Wharton School, University of Pennsylvania
- Wealth Management Certification Program, The College for Financial Planning
- Financial Planning Specialist, Citigroup
- Guided Portfolio Management, Citigroup
- Quantum Portfolio Management, Citigroup
- Northeastern  University, Boston, Finance, 1989
- Retirement and Trust Services, Prudential Series One and Two
- Client Communications, AARP
- Options Clerk, Philadelphia Stock Exchange
Registrations and Licenses
Series 3, Series 7, Series 65, Series 67 registrations
Life Insurance, Health Insurance, Variable Annuity licenses
My commentary has been heard on over 240 radio stations nationwide along with hundreds of websites and publications. The following is a partial list of where I have appeared over the course of my career.
Marketwatch                 Marketwatch Radio Network         Investment News
Smartmoney          CNN Headline News            CNN Money
Fox News            Dow Jones News Service              Morningstar
NASDAQ             Wall Street Journal             WSJ Web Page
Kiplingers            Reuters                      Fidelity
ING                 Financial Times               FoxMarketwire
Chicago Sun Times     Investors Business Daily               CBS Radio Netork
Post Tribune                    Yahoo Finance               Pittsburgh Tribune Â
Google Finance               National Post.com            Associated Press
ChicagoChronicle.com   BlackEnterprise.com                     Baidu.comFinanceÂ
Tribune Total Media         Baltimore Times              Chicago Tribune
Patriot News           The Dallas Morning News             Clear Channel Radio Network
Cox Radio Networks     KYW News Radio Philadelphia    TD Ameritrade
Street IQ                         Wall Street Journal Profile       Philadelphia Daily NewsÂ
LA Times              LATimes Web Page            Centre Daily TimesÂ
Optionline                        Financial Advisor Magazine     Registered Rep Magazine
Daily Herald            Financial Planning News        SmartBrief
Westwood One Radio    WSJ Retirement Debate         Newslife
HelloBoomers                FA-Mag                      Financial Armegeddon
AccoutningCentral         FMI Exchange                 AdvancingWomen
Redwoodage                   Philadelphia Business Daily           Wealthshelf Â
Seeking Alpha