Jeff Weiand is President, Chief Compliance Officer and Senior Financial Planner at RTD Financial. Since joining the firm in 1985, Jeff has been passionately providing fiduciary financial planning and investment advice to individuals and families. Jeff became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1989. Jeff also earned the ACCREDITED INVESTMENT FIDUCIARY™ professional designation in 2006, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. In addition, Jeff is a GLOBAL FINANCIAL STEWARD™ which he earned at The United States Military Academy at West Point. A graduate of Rutgers College in New Brunswick, NJ, he earned his Bachelor of Arts degree in Economics with a concentration in Finance.
Jeff serves on RTD’s Investment Policy Committee, whose responsibilities include establishing investment policy for the firm and determining the appropriate investment vehicles to be utilized. His current focus also includes developing effective strategies to mitigate risk, navigate the preparation and transition to retirement, manage longevity challenges, safeguard cashflow needs – all orchestrated in conjunction with planning for the clients’ ideal life.
Jeff has been named one of the Top Ten Wealth Advisors and Independent Registered Investment Advisors by the Philadelphia Business Journal using data compiled by independent financial industry researcher R.J. Shook. He is a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA). He has served on the FPA’s Investment Policy Committee, TD Ameritrade’s National Advisory Panel, the Family Resource Management Statewide Advisory Council for the state of New Jersey and had been active with Philadelphia Futures mentoring high school students with college ambitions. Jeff also served on the board of the Delaware Valley Stroke Council. Currently, Jeff serves on the board of Hosts for Hospitals, an organization providing much need lodging in welcoming homes for patients and families in need.
A resident of center city Philadelphia, Jeff enjoys walking to the office whenever possible. He is passionate about sports, working out, skiing, the Jersey shore and frequenting some of the great restaurants/BYOB’s this city has to offer. He is a true believer that investing has a purpose that goes far beyond asset allocation, diversification and managing risk. Investing in your life and pursuing your dreams with confidence offers the greatest return one can achieve.
By Nature or By Mandate?
As many have heard by now, the Department of Labor (DOL) made it clear through its April 6, 2016 ruling that investor interests must come first and their advisors must act in a fiduciary capacity. The goal of the ruling is to protect investors by requiring all who provide retirement investment advice to plans and […]