Richard Durso is a shareholder at RTD Financial serving as President, Chief Financial Officer, and Senior Wealth Advisor. In his role as President, Rich leads a talented team of professionals dedicated to delivering exceptional client service and innovative financial solutions. A Philadelphia native and graduate of LaSalle College High School and St. Joseph’s University, Rich brings more than 20 years of professional experience in financial planning and investment management, ensuring that family wealth and values are passed down to future generations through proper planning. His passion is to design and implement goal-focused life plans for his clients.
A recognized thought leader in the financial planning profession, Rich has been a featured speaker at prestigious events including the National Financial Planning Association (FPA) Retreat and the Private Wealth Forum. He is a contributor for the Journal of Financial Planning and has been quoted by leading financial publications including The Wall Street Journal, Kiplinger’s, Financial Planning Magazine, and MSN Money. Awarded the FPA’s Presidential Award for outstanding leadership, Rich is past President and Chair of the Philadelphia Chapter of the FPA. He has shared his expertise as an adjunct professor at Temple University, teaching financial planning concepts to undergraduate students.
Committed to giving back to his community, Rich serves as a board member for the Philadelphia Chapter of the American Cancer Society where he leads the Real Men Wear Pink (RMWP) initiative. For more than seven years, Rich has chaired the Philadelphia RMWP Charity Golf Outing, which has raised over $100,000 for the American Cancer Society with 100% of the profits going directly to the charity.
Getting to know Rich
What do you enjoy most about working at RTD?
The relationships! I really appreciate the bonds forged with both our clients and the RTD team. As President, seeing our team grow and helping our clients achieve their goals brings me tremendous satisfaction.
What are your passions outside of work?
I enjoy spending time with my family, playing men’s league ice hockey, and golfing. These activities keep me energized and balanced.
What’s the most exciting vacation you’ve taken?
In the summer of 2019, we took an amazing vacation to Italy. Exploring Rome, the Amalfi Coast, Naples, and Sant’ Agata Irpina with my wife and two daughters created memories that will last a lifetime.
What’s the best piece of advice you’ve received?
Continue to be the best version of yourself! It’s advice I share with both our team and our clients as we work together toward our goals.
Professional Designations & Memberships
Featured Articles
Financial Empowerment for Power Couples
RTD works with many mid-life couples who are driven, family- and career-oriented people who want to focus on their finances but just don’t have enough hours in the day. We can help get a coordinated and cohesive plan into place to keep you on track for your goals. RTD can serve as your trusted advocate […]
I Have Been Named Estate Executor
RTD has been helping clients and their families for over 35 years. “I was named estate executor, what should I do?” is a question we received more than once. Ideally, you were notified well in advance, had conversations, established an inventory of assets and liabilities, obtained copies of key documents, and learned the exact location […]
Eight Tips for a Solid Financial Foundation
Shift the paradigm. Remove the mindset of “I make this amount, I spend this amount, and whatever is leftover I may get around to saving.” Focus on your life goals and make this shift: “I make this amount, I need to save this amount for my life goals, and I will spend what’s leftover (my […]
Why Do I Need a Durable Power of Attorney?
What happens if you’re in an accident and can’t communicate? Or if you suffer a brain injury and need funds transferred to pay your mortgage? You may be wishing you’d executed a Durable Power of Attorney (POA). A Durable POA allows you to appoint someone as an “agent” to step in and handle your finances […]
But I’m Perfectly Healthy!
Do you have a “superman” complex, and think you’ll never get hurt or sick? Maybe you plan on getting your estate in order when you’re older; after all, you’re young and healthy! Did you know that the three largest legal battles regarding health care issues involved women under the age of 30 – Nancy Cruzan, […]
Do I Even Need a Will?
You may be surprised to learn that even if you don’t have a written will, your state of residence has a plan in place for the disposition of your assets; this is called dying intestate. If you die without a will, your spouse won’t necessarily inherit your entire estate. State laws typically entail dividing the […]