Andrew is a Financial Planning Analyst with RTD Financial. He supports the planning team by preparing and taking notes for client meetings, answering client service requests, and assisting with research projects.
Andrew first worked with RTD as an intern in the summer of 2019. He graduated from Temple University in May of 2020 with a Bachelor of Business Administration degree in Financial Planning and a minor in Real Estate. He completed the CFP Board Registered Financial Planning Program. He worked extensively with the Business Honors Student Association, serving as Director of Events and later Vice President of Operations.
Andrew discovered Temple’s financial planning program during a conversation with his academic advisor. He believed a career in financial planning was the perfect way to use his business background to positively impact others.
Andrew lives in Norristown, PA and enjoys being active, exploring Philadelphia, and spending time with family and friends. He is a huge fan of the Sixers and Eagles and enjoys watching film breakdowns and analyzing roster moves for each team.
Getting to know Andrew
What do you enjoy most about working at RTD?
I love the supportive and motivating culture at RTD. As a young professional, it is great to have so many people in my corner supporting me. A lot of companies may say it, but it truly feels like RTD is a family. You notice the first-class level of care for both clients and employees.
What makes you good at what you do?
I believe my passion for helping others makes me good at what I do. My mom is an occupational therapist and my dad was a public defender, so I grew up with family values centered around improving peoples’ lives and providing the best care possible. I look forward to making someone’s life easier every day.
What’s the best piece of advice you’ve received?
At a young age, my dad would often say “adapt, adjust, and overcome.” Whenever I think of it, I try to approach issues from a different perspective. The mantra also serves as a reminder to listen to others who might have a better understanding of the situation. This line of thinking ties into financial planning, as most problems have multiple solutions that need to be analyzed before selecting the best option.
What are your passions outside of work?
I have always been passionate about volunteering and doing community service. For my Eagle Scout project, I created a nature trail on the campus of a school for special needs children to supplement their science curriculum. In high school, I went on a service trip to the Coachella Valley in California. My classmates and I prepared meals, put together care packages, and repaired the mission’s thrift store. I am looking forward to volunteering again post-pandemic.
What’s the most exciting vacation you’ve taken?
While not technically a vacation, I studied abroad in Rome during the summer of 2017. I worked hard during the week for classes, which opened me up to have a vacation every weekend! My friends and I explored some of the big cities in Italy, as well as Berlin, Amsterdam, and Prague. I never imagined I would lose 15 pounds while eating so much pasta and bread! Some highlights include biking in a park at an abandoned airport in Berlin, swimming in the blue waters of Capri, and visiting the Botanical Garden of Prague.