About Us

Our Mission

QFA's objective is to be the premier financial advisor/wealth & money management firm by assisting each of our clients in defining and achieving their financial goals over the coming decades while offering active money management and access to superior information & services. These services are fulfilled through QFA's & the custodian's advisor platform on the internet, as well as through a high degree of personal attention and individually tailored portfolio design.

QFA continuously seeks to create and implement additional strategic alliances with trust & estate attorneys, tax specialists, and insurance professionals, so as to offer our clients a full suite approach to wealth management. Additionally, we will continue to help reduce trade costs, seek and obtain the best trade executions and offer additional products and service.

As a client centered advisory firm, it is imperative that we understand each and every clients' needs and desires. In doing so, our advisors will make every effort to match realistic client expectations with the most reliable and effective money management strategies available; thereby enhancing portfolio values, while at the same time, being critically mindful of managing risk.

Why Choose Quantum Financial Advisors?

Our Investment Strategy

Most importantly, our strategy proposes an optimal asset allocation that is custom tailored to each clients' appetite for risk. Prior to executing trades, we take into account independent research, calculate our own intrinsic value, and review fundamental and technical analyses. In this respect we use state-of–the-art technology and research from many Wall Street firms. Lastly, we believe it is important to focus on financial & tax planning and money management to maximize client’s returns, while minimizing market risk.

Our Values

QFA firmly believes in teamwork, integrity, and excellence, while placing the clients' needs above those of the company and the principal of the firm. Furthermore, we utilize our core values as a cornerstone in building successful relationships for the long term.

Our Professionals

QFA's advisors must meet the highest personal and professional standards in order to offer both our institutional and retail clients what we call, "advice with integrity". Our business relationships are built on mutual trust and respect.

Meet Our Team

Joseph Rinaldi

PRESIDENT + CIO
Mr. Joseph Rinaldi is a registered investment advisor, the Senior Managing Director and President of Quantum Financial Advisors. Mr. Rinaldi graduated from Hofstra University with a BBA and earned his MBA from Pace University. Mr. Rinaldi has worked in capital markets for nearly three decades for companies such as Dimes Savings Bank, Morgan Stanley, Maryland National Bank (now Bank of America) and The Resolution Trust Corporation. His career has encompassed asset securitization, risk management, and trading. During the S&L debacle he traded over $40 Billion worth of assets from banks he took over for the government. Afterwards, he started his own SEC investment advisory firm that has a successful 19 year track record. In addition, he teaches "Futures, Options, and Derivatives" at the Robert H. Smith School of Business at the University of Maryland and the Stern School of Business at New York University to both graduate and undergraduate students. He also co-authored, "A Beginning Guide to Alternative Assets" with Dr. Howard Lodge.
Howard R. Lodge, PhD

DIRECTOR OF ALTERNATIVE ASSETS
Dr. Howard Lodge is a registered investment advisor and Director of Alternative Assets for Quantum Financial Advisors. Mr. Lodge received his PhD from Indiana University in Bloomington, IN. He started as an academic, doing neural modeling of the eye, who eventually went to Wall Street and did mathematical modeling of derivatives for 18 years. He was the head of derivatives for several Fortune 500 firms and recently retired from Western and Southern in Cincinnati, Ohio where he managed a $4 Billion dollar portfolio of Alternative Assets. In addition, he co-authored "A Beginning Guide to Alternative Assets" with Mr. Joseph Rinaldi.
Michael Huber

Vice President
Michael Huber is a registered investment advisor and a Vice President at Quantum Financial Advisors. At Quantum Financial Advisors, he is responsible for strategic planning, client relations, and portfolio management. Huber specializes in developing tailored investment strategies and providing comprehensive financial planning solutions to meet the unique needs of each client.
In addition, Huber oversees QFA China, an initiative dedicated to expanding the firm's reach and services to clients in the Chinese market, fostering cross-border investment opportunities and providing culturally tailored financial advisory services.
Emmanuel Ike

Emmanuel Ike is a certified public accountant and fraud examiner with over 40 years of experience in accounting, auditing, and financial consulting. He has served as CFO at a medical clinic, partner at a public accounting firm, and adjunct professor. His firm offers services in accounting systems, internal controls, fraud investigation, business advisory, financial statements, training, investment advising, and tax planning. Ike is also the CEO of a nonprofit focused on serving the poor in Africa.
J. Andre Weisbrod

DIRECTOR OF WEALTH MANAGEMENT
Mr. Weisbrod has been in the financial services business since 1981 and loves to help individuals, families, businesses and organizations create, manage, and utilize wealth. He joined Quantum in 2018 after the merging of STAAR Financial Advisors which he ran with Quantum. He is an award-winning author, speaker, financial planner as well as founder of a private equity fund. He has had articles published in a variety of newspapers, magazines and newsletters, has been interviewed by publications such as The Wall Street Journal, Investors Business Daily, Mutual Funds Magazine and Seeking Alpha, quoted by commentators such as Paul Harvey, and has appeared on numerous radio and TV shows, including on KDKA, Thestreet.com, Reuters TV and Business News Network. Mr. Weisrod is actively involved in church and community affairs and is committed to the well being of individuals, families and businesses.
Joseph Schmelzle

Joseph Schmelzle is a Certified Public Accountant, President of Pro Finance Accounting & Tax Services and is an independent Registered Investment Adviser with Quantum Financial Advisors, Inc. Mr. Schmelzle received his MBA from University of Rochester where he studied Finance and Applied Economics. Mr. Schmelzle has been a CPA for over twenty years and he is licensed in the state of Maryland, Virginia and Washington, DC. Mr. Schmelzle truly enjoys being a CPA; he does financial statement auditing and preparation, tax preparation and planning, bookkeeping services and financial consulting.