Molly E. Wentz, CFP®

Molly is a Financial Planner with RTD Financial.  She enjoys working with a range of clients, from young families just starting out to couples nearing retirement. Molly uses her curiosity and attention to detail to help guide clients through the various areas of financial planning and assist them in achieving their financial goals.  

Molly joined RTD full-time after working as an intern during the summer and winter of 2018-19. Molly graduated from Virginia Tech with a Bachelor of Science degree in Finance in May 2019 and is a CERTIFIED FINANCIAL PLANNER™ professional. At Virginia Tech, she completed the CFP Board Registered Financial Planning Program and played Division I lacrosse for the Hokies. 

Knowing she wanted a career in finance and helping others, Molly was introduced to the financial planning program at Virginia Tech. Through financial planning, she is able to assist clients in reaching their goals and securing their financial freedom.

Molly grew up outside of Philadelphia in West Chester, PA and now resides in Richmond, VA. She enjoys running, Orangetheory, reading and baking. In her free time, she also likes to spend time with friends and family and try out new recipes in the kitchen. 

Getting to know Molly

What do you enjoy most about working at RTD?

I enjoy the work environment most at RTD. Everyone at RTD is very caring, hardworking, and wants what’s best for our clients. We all work together well and take time to have fun when we can! 

What makes you good at what you do?

Listening and learning about others is something I’ve always enjoyed. Everyone has their own unique story and being able to fully understand where a client is coming from is beneficial when making recommendations that will work for them. 

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

My swim coach growing up gave me the advice to use the “fire in my belly” in order to succeed. To have a fire in your belly is to have a strong sense of ambition and determination to achieve something. Although at the time he was giving my 7-year-old-self motivation before my swim race, I’ve thought back to it often, and used this piece of advice many times throughout my life.  

What personal accomplishment are you most proud of?

Playing Division I lacrosse through all 4 years of college is something I’m really proud of! This experience taught me many lessons in discipline and determination. Through lacrosse, I learned my strengths, found close friends, and realized what it means to persevere. 

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

Growing up I wanted to be a professional photographer. My sister and I always said we should work for a magazine like National Geographic where she would write the articles, I would take the pictures, and we would travel around the world together! 

What’s the most exciting vacation you’ve taken?

After graduating from college in May 2019, my friends and I went to Europe before starting our full-time jobs. In two and a half weeks, we traveled to Portugal, Spain, Italy, and Croatia. Not only was the food amazing, but so was the experience and one I will cherish and remember forever! 

Professional Designations & Memberships

Financial Planning Association