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Quantum Financial Advisors

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Read about QFA in the news


  • Research Release: (10/10/24): Impact of switching jobs on retirement accounts.

  • Research Release: (9/19/24): Families can now roll over unused 529 funds into a Roth IRA.

  • Press Release: (7/30/24): Commercial Property Market Hits Possible Bottom: Insights from Hanley, Kim, Rosales.

  • Press Release: (7/12/24): Graduate Intern Henry Caplan releases research note on Bank balance sheets.

  • News Coverage: (6/27/24): Financial media veteran Scott Tanner publishes a profile on Joe Rinaldi involvement in NIL through The Athlete Amplifier.

  • Research Release: (6/12/24): Senior Interns Timothy Kim, Robert Rosales, and Patrick Hanley release report on state credit ratings.

  • Press Release: (6/11/24): Senior Interns Timothy Kim and Patrick Hanley author piece highlight tax benefits of spousal IRAs.

  • Press Release: (6/7/24): Financial media veteran Scott Tanner publishes a profile on Joe Rinaldi.

  • News Appearance: (5/13/24): QFA’s Andre Weisbrod appears on Politics and Profits to discuss the firms outlook.

  • Special Release: (5/3/24): Joe Rinaldi joins Greg Greenberg on the floor of NASDAQ to discuss QFA’s market outlook.

  • Media Release: (4/22/24): Joe Rinaldi sits down with Barrons do discuss his market outlook.

  • Media Release: (4/22/24): President & CIO of Quantum Financial Interviewed by Chuck Jaffe on the Money Life show.

  • Media Release: (2/9/24): Departing executive intern Mitchell Shemtov reflects on his internship experience at Quantum.

  • Special Memorandum: (2/6/24): Special incentives and bonus opportunities for our clients.

  • Press Release: (1/24/24): See QFA’s Memorandum on Private Credit.

  • Press Release: (1/12/24): QFA’s Alexandra Doncheva publishes memorandum on Bitcoin.

  • Press Release: (1/8/24): QFA presents memorandum: Unlocking Your Future: A Guide to Tapping Your IRA or 401k Early Without Penalty.

  • Press Release: (12/18/23): Quantum touts edge in Private Debt & Equity.

  • Press Release: (10/5)/23): QFA’s Junyuan Chen publishes piece on tax deductions for seniors.

  • Special Memorandum: (11/6/23) QFA’s Michael Huber and Junyuan Chen release breakdown of changes for 2024 retirement plan limits.

  • Press Release: (10/5)/23): QFA’s Junyuan Chen publishes piece on the current small business landscape.

  • Press Release: (9/26/23): QFA’s Archit Ravishankar publishes piece on the best and worst states for Americans to retire in.

  • Press Release: (9/7/23): QFA’s Joseph Rinaldi profiled in The Wall Street Transcript.

  • Press Release: (8/24/23): QFA associate Hayden Tran publishes memorandum on avoiding imposter scams.

  • Press Release: (8/24/23): QFA associate Hayden Tran publishes memorandum on common medicare mistakes.

  • Press Release: (8/17/23): Memorandum on managing student loans.

  • QFACC Special Project: (8/2/23): QFACC enters project to sell Museum Quality model train layout.

  • Observational Highlight: (7/26/23): QFA infographic on the generational groups.

  • Media Appearance: (7/19/23): Joseph Rinaldi sits down at NASDAQ interview on utilities & market outlook.

  • Press Highlight: (7/18/23): Time to load up on hot tech...and boring utilities? Read Joseph Rinaldi’s interview with Paul Monica on the Rational Exuberance Substack.

  • Press Highlight: (7/13/23): Financial advisors expect latest inflation data to cool Fed’s jets

  • Media Release: (6/27/23): President & CIO of Quantum Financial Interviewed by Chuck Jaffe on the Money Life show.

  • Press Release: (6/7/23): Intern Dominic Procopio presents a memorandum on the new volatility regime.

  • Press Release: (6/6/23): Memorandum on changes to retirement savings rules.

  • Press Release: (5/25/23): QFA presents a memorandum on the debt ceiling.

  • Press Release: (5/22/23): QFA intern Domenic Procopio presents memorandum on estate planning.

  • Press Release: (5/5/23) Quantum announces Golf Promotion for new clients through our partnership with Charles Schwab.

  • Press Release: (5/2/23) QFA’s Joseph Rinaldi interviews before Montgomery County Council for trust position.

  • Press Release: (4/21/23) QFA announces the addition of two new outstanding advisors as part of the firm’s expansion.

  • Memorandum on First Republic Bank: (3/20/23): Qfa’s Eoghan Fisher author’s broadcast on FRC.

  • Press Release: (2/14/23): QFA’s office manager Anuli Okeke releases memorandum on estate planning

  • Press Release: (2/14/23): QFA junior associate Phineas Underwood’s memorandum on estate planning

  • Client Note: (4/25/22): QFA urging clients to complete and submit ‘Trusted Contact’ designation for their account (click here to download form)

  • Press Appearance: (3/13/22): Joseph Rinaldi shares QFA’s market outlook on the Money Life podcast

  • Partner Presentation:(1/31/22): Quantum PCRA accounts utilize Schwab as trusted partner.

  • Press Release: (1/11/21): QFA advisor Andre Weisbrod sits down with CBS Pittsburgh to share his predictions for markets in 2022.

  • Press Release: (12/29/21): Quantum releases paper on Social Security in the Age of Inflation.

  • Press Release: (12/09/21): November 24th, 2021, Quantum feeds the homeless at Sheppard’s Table.

  • Press Release: (11/23/21): Quantum releases whitepaper on Top 25 Cryptocurrencies.

  • Press Release: (10/22/21): 7 Keys to Success and Five Costly Mistakes - Andre Weisbrod

  • Press Release: (08/13/21): Summary of CNBC Small Business Playbook

  • Press Release: (07/21/21): Guggenheim Global CIO Outlook

  • Press Release: (07/13/21): NCAA Approves Interim Name, Image, and Likeness Policy

  • Press Release: (05/27/21): QFA Renews It Surety Bond

  • Press Release: (05/18/21): Andre Weisbrod on "Money Life Show with Chuck Jaffe" discussing investment strategies.

  • Press Release: (05/07/21): KDKA's Jon Delano spoke with Andre Weisbrod of Quantum Financial Advisors about how the market fared in 2020 and how it is expected to perform in 2021.

  • Press Release (05/03/21): State Tax Rates

  • Press Release (05/03/21): Broadcast 2nd Quarter 2021

  • Press Release(03/22/2021): Updated Credit Ratings for Libor Banks

  • Press Release(03/22/2021): Updated Credit Ratings for States

  • Press Release (02/24/2021): China Relaxes Cross Border Investments With USA

  • Press Release (02/15/2021): Broadcast 1st Quarter 2021

  • Press Release: (01/12/2021): Mr Rinaldi, CIO of Quantum Financial Advisors advocating for school opening and supporting the community.

  • Press Release: (11/2/20) Strong Outlook on Municipals Despite Election Uncertainty

  • QFA Update - 2020 Bank LIBOR Ratings.

  • QFA Update - 2020 State Credit Ratings.

  • Quantum’s feature article in The Wall Street Transcript on managing risk in client accounts.

  • Press Release: (6/15/20) Quantum 2nd Quarter Broadcast available for current and prospective clients.

  • Press Release: (5/21/20) Quantum’s Crew Lends A Hand To Adventist Hospital

  • News Release: (3/31/20) Quantum’s 2020 ADV forms now available.

  • News Release: (12/3/19) Quantum news release on Health Savings Accounts for Medical or Retirement Savings.

  • Press Release: (4/9/19) Quantum’s Matthew Firth, Joseph Rinaldi, and Michael Huber present updated LIBOR ratings for member banks.

  • News Release: (12/1/18) Quantum’s Andre Weisbrod and Michael Huber author tax law article for The Deep Creek Times.

  • Press Release: (11/28/18) Quantum press release on FHFA maximum conforming loan limits for 2019.

  • Press Release: (11/5/18) Quantum press release on IRS contribution changes.

  • Press Release: (9/19/18) Quantum announces appointment of Andrew Martin to the Board Of Trustees Of The College Savings Plan Of Nevada.

  • Press Release: (9/12/18) Release of algorithmically managed accounts mobile application.

  • News Release: (8/2/18) Quantum's Joseph Rinaldi & Michael Huber co-author retirement savings article for The Deep Creek Times.

  • Press Release: (7/17/18) Quantum announces details and results of China trip.

  • (6/8/18) Quantum is pleased to announce a collaboration with deepcreektimes.com promoting financial literacy. For further information about Deep Creek Times and the collaboration contact Mike Tumbarello at info@deepcreektimes.com.

  • Press Release: (3/2/18) Quantum announces merger with STAAR Financial Advisor

  • Press Release: (1/26/18) Article from Quantum CIO & COO Joseph Rinaldi featured in Investopedia. https://www.investopedia.com/advisor-network/advisors/54477/joseph-rinaldi-series-65-series-7-series-3/

  • Press Release: (1/18/18) QFA CIO & COO featured in Advisors Magazine January edition.

  • Press Release: (1/16/18) Quantum Financial Advisors featured on Charles Schwab's directory of Registered Independent Advisors. http://www.findyourindependentadvisor.com/FindAdvisor

  • Radio Broadcast: (10/23/17) Discussing Investing on Rob Taub's Stribling's New York Show (AM 980). https://soundcloud.com/user-162777451/striblings-ny-joe-rinaldi-segment-1022171

  • Press Release: Spanish & English Version of A Beginning Guide to Alternative Assets 2017

  • Spanish & English Version of A Beginning Guide to Alternative Assets 2017

  • Chinese & English Version of A Beginning Guide to Alternative Assets 2016

  • Barron's Roundtable - Takeaways 2015

  • QFA Featured in Hedge Fund Magazine May 20, 2015

  • Cuba Memo - The Next Financial Frontier January 28, 2015

  • Crowd Funding Summary - Sources of Start Up Capital December 2014

  • Philip Merrill Presidential Scholar Program Award 2014

  • October, 2014 The Art of Successful Investing Conference -- Barron's Roundtable

  • White Paper - The Volatility Index - June, 2014 - Stefan Iacono

  • A Beginning guide to alternative Assets, "First Edition. May, 2014 Authored by - Howard Lodge and Co-authored by Mr. Joseph F. Rinaldi

  • Barron's: The Art of Successful Investing - 2013

  • Barron's Roundtable Recap - 2013

  • Former Wall Street Exec. Finds "Sweet Spot" in Market - The Suit Magazine April/May 2013

  • Barron's "The Art of Successful Investing" - 2012

  • Top Financial Advisors in the DC area - Washington Magazine November 2012 Issue

  • America's Top Financial Advisor - 2012

  • Speakers - 7th Annual Global ETF Awards Workshop - NYC

  • Maryland Finance Students Pick Pen Over Protests - 2011

  • The "New?" New Deal: A Pragmatic Approach for Stabilizing the Ailing Economy

  • Smith School Undergrads Challenge Nation's Leaders with Deficit Reduction Plan

  • The $2 Trillion Black Hole - Money and Capital Markets Monitor, April 5, 2010

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  • Home/
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    • Intelligent Portfolios
    • 401K Grades
    • Retirement Plus Accounts
    • Welcome Offers
    • Investment Intern Incubator Program (IIIP)
    • EB5 Program
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  • Clients/
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  • Forms/
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  • Contact Us/
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    • Career
  • (CN)中文/

Quantum Financial Advisors

Quantum Financial Advisors is a comprehensive financial services firm committed to helping you improve your long-term financial success through personalized service and expertise.

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The content of this web site is not to be construed as an offer to sell or the solicitations of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal. We are not soliciting any action based upon the material on this website. This material is for the general information of clients of Quantum Financial Advisors Inc. Before acting on any advice of recommendation on this web site, a client should consider whether it is suitable for their particular circumstances and, if necessary, seek professional advice from their Financial Advisor @ Quantum Financial Advisors, Inc., Tax or Legal Advisor. Certain transactions, including those involving futures, options, and high yield securities, give rise to substantial risk and are not suitable for all investors. The material on this web site is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such. Opinions expressed are our current opinions as of the date appearing on this material only. While we endeavor to update on a reasonable basis the information discussed on this web site, there may be regulatory, compliance, or other reasons that prevent us from doing so. We and our affiliates, officers, directors, and employees, including persons involved in the preparation or issuance of the material on this web site may, from time to time, have long or short positions in, and by or sell, the securities, or derivatives (including options) thereof, of companies mentioned herein. No part of this material may be (i) copied, photocopied or duplicated in any form by any means or (ii) redistributed without the written consent of Quantum Financial Advisors, Inc. QFA is a registered investment advisor in the States of the District of Columbia, Maryland, New Jersey, Nevada, Virginia, and Pennsylvania. QFA's primary mailing address is in Rockville, Maryland. QFA may only transact business in a State if it is first registered, excluded or exempted from applicable registration. No follow up communications to persons in any State will be made absent compliance with applicable registration requirement or an applicable exemption or exclusion.