Gavin Maurer is an Associate Financial Planner who works with individuals and families to help them navigate and understand complex tax and income planning concepts. Gavin’s journey into financial planning started with a desire to use his creative and analytical thinking skills to make a difference in people’s lives. At RTD, he has made that a reality and is assisting clients in uncovering what is important to them to optimize their financial lives to balance their needs today and tomorrow.
Gavin began his career at RTD as an Intern and joined the team full-time after his graduation from Temple University with degrees in Financial Planning and Corporate Finance. He has since completed all the requirements to be a CERTIFIED FINANCIAL PLANNERTM professional. Gavin is a member of the RTD Tax Planning Committee and works with his teammates to stay current on tax legislation, planning techniques, and refining the firm’s tax planning resources.
In his free time, Gavin enjoys playing guitar, ice hockey, golf, and multi-day backpacking trips.
Getting to know Gavin
What do you enjoy most about working at RTD?
The people! Everyone at the firm is both top-notch professionals and outstanding human beings. At RTD, I know the client’s interests come first, no matter what.
What makes you good at what you do?
A combination of curiosity, strategic thinking, and a genuine desire to help people. I’m always asking if there’s a better way to structure a plan, which helps me uncover creative, forward-thinking solutions tailored to each client. I thrive on helping clients understand complex financial concepts so they can make confident, informed decisions. I’m not satisfied until the client understands what we are recommending and how it can better their life.
What’s the best piece of advice you’ve received?
My ice hockey coach growing up always preached accountability. He would say that everyone is going to make mistakes, but the important part is owning it and learning from the experience.
What’s the most exciting vacation you’ve taken?
In 2021, I chose to pursue a lifelong dream of thru-hiking the Appalachian Trail in lieu of attending Temple virtually. It was one of the best times of my life where I met amazing people, experienced beautiful scenery, and learned so much about myself.