Lillia Smith, CFP®

Lilli Smith is an Associate Financial Planner at RTD Financial who works directly with clients to build comprehensive financial plans and service all client requests and inquiries. Recognizing each client’s financial situation is unique, Lilli loves developing creative solutions to help meet their specific goals.

Prior to joining the RTD team, Lilli was a Financial Planner at Corient Private Wealth (formerly known as Radnor Financial Advisors) in Wayne, PA, where she worked directly with high-net-worth clients, providing holistic financial advice to executives, business owners, and families. Lilli graduated summa cum laude from Temple University with a Bachelor of Business Administration in Financial Planning.

In her free time, Lilli enjoys spending time with friends and family. She also loves traveling, baking, and trying new restaurants in the Philadelphia area.

Getting to know Lilli

What do you enjoy most about working at RTD?

The RTD team. Working with this diverse group of talented individuals is both inspiring and rewarding. The culture we create together is unmatched and allows us to provide exceptional service to our clients.

What makes you good at what you do?

With my mantra of “if there is a will, there is a way,” my strong sense of determination and persistence drives my dedication and passion to help my clients reach their goals and attain financial security.

What’s the best piece of advice you’ve received?

Your comfort zone is a beautiful place, but nothing ever grows there.

What did you want to be when you were growing up?

Growing up, I wanted to own a bakery. I loved the concept of creating something from scratch with my own hands, coupled with my sweet tooth and the science behind it. While I still like to try new recipes in my free time, I think a career in financial planning better suits me.


Professional Designations & Memberships

NASAA Series 65
Financial Planning Association