Senior Managing Director & CIO of Washington, DC-based boutique wealth & money management firm Quantum Financial Advisors, Inc. with an exceptional 15-year track record; 30 years of capital markets and asset management experience; Clients are pension plans, endowment funds, non-profits, SMBs, and high net worth individuals; Recognized in America's Top Financial Advisors for 2012 by financial publisher Conquest Press; Presents to CFOs and CIOs of small-to-medium-sized pension plans and endowment funds at events across the country; Teaches finance courses on portfolio risk management at the University of Maryland’s Smith School of Business; Gives back to the community by offering free lunch & learn educational seminars across the country; Featured in Reuters, Yahoo News: >> http://voices.yahoo.com/is-2012s-bleak-outlook-ruining-retirement-investing-11662340.html?cat=3 >> http://news.yahoo.com/joseph-rinaldi-quantum-financial-advisors-inc-recognized-among-080409986.html >> http://news.yahoo.com/wake-continued-bleak-global-economic-outlook-quantum-financial-070814703.html >> http://www.reuters.com/article/2011/11/15/us-usa-deficit-students-idUSTRE7AE1M920111115

1. Featured Advisor Profile
Joseph Rinaldi, III
Quantum Financial Advisors, Inc.
1633 Q Street, NW
Suite 230
Washington, DC 20009
Office Phone: 202-955-9201
Email: qfaadvsr@comcast.net
Website: www.QFAINC.com
“Quantum Financial Advisors is a comprehensive financial services
firm committed to helping you improve your long-term financial
success. Our customized programs are designed to grow, protect,
and conserve your wealth by delivering an unprecedented level
of personalized service and expertise.”
Website Excerpt:
“Your choice of the right financial professional is not a simple one. It could
also be the most significant investment decision you will make in your
lifetime. Here at QFA, our main objective is to help provide you financial
security today and far into the future. We conduct an in-depth evaluation of
your financial profile in order to create a structured plan based on saving
and investing. Your financial goals will always dictate which financial
instruments we will implement in order to obtain financial success. We will
help you maximize your financial efforts with a well-organized plan and
continue to provide you details and recommendations throughout your
relationship with us.”
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2. Education and Career Highlights
Joseph Rinaldi’s version of the “American Dream” was working on Wall
Street. After attending Hofstra University and receiving his BBA, he went on
to Pace University, where he received his MBA with a concentration in Finance
and MIS. Upon graduation, he began working for Dime Savings Bank where the
Chairman of the bank gave him an opportunity to be a MBS trader & hedging
specialist. He spent three years in that position and learned about banking,
capital markets and risk management.
Morgan Stanley offered Joseph an opportunity to do mortgage trading and
risk management. He spent about two years there before moving to Maryland
National Bank (now BofA). His asset securitization team produced several
multi-million dollar transactions in the private placement arena. These
transactions produced millions to the bottom line. During the S & L debacle of
the early nineties, Joseph decided to help our nation fix the mortgage crisis
that existed. He joined the RTC/FDIC and was one of three senior capital
market specialists who took over banks, valued the assets, produced a plan to
either trade the assets in the secondary market or securitize them. During his
watch, his team traded over $30 billion of assets in an efficient way, as to
minimize any losses to the taxpayers. Concurrently, he was on the investment
committee for an eight billion bank. Joseph is now the senior managing
director with Quantum Financial Advisors, Inc.
Mr. Rinaldi was published in The Morgan Stanley December 86 Options News
Letter, “Optimal Standbys Compared To Other Hedging Instruments.” In addition,
he publishes on a quarterly basis “Money & Capital Markets Monitor” for his
firm.
Services Offered
• Money & Wealth Management
• Financial Planning
• Estate Planning
• Risk Management
• Portfolio Management
• Retirement Planning
• Business Continuation
• Tax Planning
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3. Licenses and Designations
FINRA Series 3, 7, 63 and is currently 65 licensed.
Currently Federally Regulated by The SEC, registered as an Investment
Advisory firm and is noticed filed in eight states.
Compensation paid via Fee Only.
Client Support and Service
Quantum Financial Advisors, Inc., offers a hedge fund style of investment
management to its clients. An extensive interview is done for potential
clients to see what their risk level is. After their risk level is determined
and they become a client, a plan is created that coincides with their risk
tolerance. QFA current stable of clients include, high net worth individuals,
pension accounts, professional athletes, endowment funds, nonprofits and
corporations.
Joseph is accessible twenty-four hours a day, seven days a week, and emailed
questions will be answered within twenty-four hours. Because they are a
boutique firm, the client’s best interests are always put first. The CIO
invests his and the company’s money in the same investment as its clients.
With 28 years of experience, Joseph currently has 125 clients and manages
approximately $60 million of assets on a discretionary basis.(More on a non
discretionary basis.)
Giving Back
Mr. Rinaldi is an adjunct Professor of Finance at the Smith School of Business
at the University of Maryland, and offer a free lunch and educational seminars
to those in need on a nationwide basis.
Along with his teaching, Joseph is involved in the Amcham Cuba, Big Brothers
of the National Capital Area, Partner JUMPSTART, participated as a
Head Coach for the Montgomery County Baseball. Also, his experience includes
several current and past Board positions at Farmland Child Development Center,
Martin & Wall, QFACC and Quantum Financial Advisors, Inc.
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4. Client Impact
A client came to Joseph approximately ten years ago with
significant assets that they never really paid much attention to. The
client would often postpone or cancel their annual review and rarely met
with or called Joseph and his firm.
When Joseph was finally able to have them come into the firm to
do their annual review, Joseph wanted to show them the growth that has
occurred over the last ten years.
The client’s accounts doubled over the past ten years based on the
strategies and plans that were implemented by Joseph and his firm. This is
of significant importance because the major stock indices have shown little
gain during that same time period. It has made such a positive impact on
the client’s life and the lives of their family members. This happy client
has referred several new clients to Quantum Financial Advisors, which is
the greatest compliment.
Most Gratifying Aspect of Being an Advisor
Joseph finds that interviewing people and helping them identify their
risks, goals, and objectives, and developing strategies to meet those
objectives, is most gratifying.
Financial Strategy from Joseph Rinaldi
The cornerstone of Joseph’s investment strategy is asset allocation. As market prices
diverge or converge, he uses sector rotation to take advantage of price discrepancies.
Furthermore, he utilizes options trading to protect client’s principal,
while generating additional income for each client’s portfolio. His
strategy is ideal during these turbulent times.
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5. Conquest Press, LLC.
50 East Avenue
Woodstown, New Jersey 08098
888-840-2600
800-450-1806
Conquest Press, LLC. provides over 30 years of combined experience in the areas of writing,
marketing, and client service and sales in the Financial Services industry.