Position:
CEO at RTD Financial Advisors, Inc.
Location:
Greater Philadelphia Area
Work:
RTD Financial Advisors, Inc.
- Greater Philadelphia Area since Oct 1986
-
CEO
Skills:
Financial Planning, Life Planning, Financial Advisory, Investment Advisory, Retirement, Estate Planning, 401k
Interests:
Running, cycling and martial arts. Have completed a number of marathons and century rides and hold a Black Belt in Tang So Do Karate.
Honor & Awards:
Recently selected by Philadelphia Magazine for the Five Star “Best in Client Satisfaction Wealth Managers”. Also named a Top Advisor by The Philadelphia Business Journal.
Certifications:
CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Financial Planner Board of Standards, Inc.
Accredited Investment Fiduciary® (AIF®), Fiduciary360
Retirement Plans Associate (RPA), Wharton School of the University of Pennsylvania/IFEBP