Rachel is a Shareholder, Director of Financial Planning and Senior Financial Planner at RTD Financial. She is passionate about providing her clients with comprehensive unbiased advice and seeks to help them fulfill their dreams by merging their money and values through Financial Life Planning™. Prior to joining RTD, Rachel worked at Fairman Group Family Office as an Investment Advisory Associate.
Rachel graduated Magna Cum Laude from Virginia Tech with a Bachelor of Science degree in Finance. At Virginia Tech, she pursued the CFP Board Registered Financial Planning Program, and is a CERTIFIED FINANCIAL PLANNER™ professional. She is currently pursuing a Masters in Taxation from Villanova University Charles Widger School of Law. In 2016, Rachel was named one of InvestmentNews’ “40 Under 40” in recognition of her accomplishments to date, contributions to the industry, leadership and promise. In 2018 she was named one of “Ten Young Advisors to Watch” by Financial Advisor Magazine and was awarded “Rising Star” by InvestmentNews’ Women to Watch. A thought leader in her profession, Rachel has been quoted in InvestmentNews and published in the Journal of Financial Planning.
Rachel is an active member of the Financial Planning Association, formerly serving as NexGen National President. She was instrumental in forming a NexGen community within the Philadelphia Tri-State Area, where she served as the local Director for three years. In addition to her leadership within the industry, Rachel is passionate about increasing financial literacy within her community. In 2014, she taught a twelve-week pro bono financial education class to survivors of domestic abuse. She currently volunteers with Invest in Girls, teaching high school sophomores important concepts related to budgeting and personal finance. She also co-founded a mentorship program for women graduating from the financial planning program at her alma mater, Virginia Tech.
Rachel lives in Fairmount with her husband, Sean, and dog, Lane. She plays women’s Ice Hockey for the Philadelphia Freeze, and enjoys spending time with family and exploring Philadelphia’s restaurant scene.
While timeshares can offer access to an exciting vacation destinations, they often lose their luster and benefits go underutilized. So, what happens when you want out? Unfortunately, timeshare contracts can be difficult to unwind, and additional complexity arises in determining what will happen to the timeshare upon your passing. What happens if I pass while […]
By now you know, on December 31, 2019, China reported a cluster of cases of pneumonia in people associated with the Huanan Seafood Wholesale Market in Wuhan, Hubei Province. A week later, Chinese health authorities confirmed that this cluster was associated with a novel coronavirus now identified as COVID-19. By January 30, 2020, a total […]
Understanding the SECURE Act
On December 20th, a significant piece of retirement planning legislation was quietly passed into law, incorporated into the spending and tax extenders bill. The Setting Every Community Up for Retirement (SECURE) Act is focused on aiding Americans’ ability to save for retirement. It seeks to address flaws in the system which have contributed to the […]