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Check the background of these investment professionals on FINRA’s BrokerCheck

Case Studies

See the various ways in which we've helped our clients.

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Independent Planning

As CFP® professionals we offer a comprehensive review of your finances with no strings attached.

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Business

Your own financial health, and that of your employees is key to a successful & fulfilling small business.

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University Fidelity
& TIAA CREF Accounts

We focus on the unique opportunities and challenges afforded to University & Hospital faculty and staff.

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1

Independent Planning

We offer a comprehensive review of your finances with no strings attached.

2

Retirement

Plan to maintain your desired lifestyle before and during retirement.

3

Investment

You are free to enjoy your money while we diligently manage your investment assets.

4

University Fidelity & TIAA CREF Accounts

We focus on the unique opportunities and challenges afforded to University & Hospital faculty and staff.

View Case Studies
  • Adam J. Finch CFP®

    Since 1999, co-founding RFC with financial experience at firms such as Merrill Lynch and Sigma Financial, Adam has experience with all manner and sizes of client needs.

  • Michael D. Rautiola CFP®

    Mike began in 1996 with Smith Barney, Merrill Lynch, and then Sigma Financial before co-founding RFC. At RFC Mike’s personal attention is tempered by his large-firm experience.

  • John Vleko CWS®

    John is a Certified Wealth Strategist® and an Accredited Investment Fiduciary®, with over 40 years of experience in Insurance and Investment Planning. He is a member of the National Association of Christian Financial Consultants (NACFC), and has been a crusader for Morally Responsible Investing for over 20 years.

Client Access