Irene S. Giman, MBA, CFA, CFP®

As a Senior Financial Planner, Irene is passionate about serving as financial coach for her clients. Irene is committed to understanding each of her client’s unique situations and what their hopes are now and in the future. By working closely with her clients, she can create a custom tailored roadmap for financial guidance and investment strategies. She enjoys working with business owners striving to reach financial independence as well as professional women and women in transition. Irene is also very sensitive to the unique planning issues of the modern family, including remarriage, blended families, same sex relationships, and cohabitation.

Irene has extensive experience in financial advising and investment management. Prior to joining RTD and its affiliates in 2011, Irene was a Director of Private Placements at TIAA-CREF, responsible for investing and managing its private placement portfolio. Irene earned her MBA in Finance from The Wharton School of the University of Pennsylvania and her BA in Economics from Mount Holyoke College where she was member of Omicron Delta Epsilon, the International Economics Honor Society.

Irene is committed to excellence in her profession. She is a CERTIFIED FINANCIAL PLANNER ® practitioner, considered the gold standard in the financial planning profession, and is a member of NAPFA, the National Association of Personal Financial Advisors. In addition, she is also a CHARTERED FINANCIAL ANALYST (CFA), a certification earned only after passing three rigorous exams, and considered the gold standard in investment analysis. Irene is a member of the CFA Institute, and the Philadelphia Society of Security Analysts.

Irene is passionate about the importance of providing unbiased financial guidance. She has presented at the Entrepreneur’s Forum of Greater Philadelphia, XPX of Philadelphia (the Exit Planning Group), and the 50andBeyond Symposium in South Jersey. Irene has been featured in the blog as well as quoted in publications ranging from Consumer Reports to

Irene is an active member of her community. She has served on several local Boards as well as serving as Treasurer of her Mount Holyoke College Class for over 20 years. In her free time, Irene is an avid cyclist and enjoys teaching spinning classes at her gym.