Richard J. Durso, CFP®, MBA, AEP®

Richard Durso is a shareholder at RTD Financial, serving as Chief Financial Officer and a Senior Financial Planner.  Born and raised in Philadelphia, Rich graduated from LaSalle College High School and St. Joseph’s University.  With more than 18 years of professional experience in financial planning and investment management, Rich ensures that family wealth and values are passed down to future generations through proper planning. His passion is to design and implement a goal-focused life plan for his clients.

Rich has been a speaker at several events such as 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 many 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 is also an adjunct professor at Temple University where he teaches financial planning to undergraduate students.

As a current board member for the Philadelphia Chapter of the American Cancer Society he leads the Real Men Wear Pink (RMWP) initiative. This is the third year that Rich has organized the Philadelphia RMWP Charity Golf Outing. He’s personally raised about $50,000 for the charity via the RMWP initiative, all of which goes directly to the American Cancer Society.

Getting to know Rich

What do you enjoy most about working at RTD?

I really appreciate the relationships forged with our clients as well as the RTD team.

What are your passions outside of work?

I enjoy spending time with my family, playing men’s league ice hockey, and golfing.

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

In the summer of 2019, we took an amazing vacation to Italy. With my wife and two daughters, we created lifelong memories through our experiences visiting Rome, the Amalfi Coast, Naples, and Sant’ Agata Irpina.

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

Continue to be the best version of yourself!

Professional Designations & Memberships

M.B.A. Finance, St. Joseph’s University
Accredited Estate Planner
Chartered Financial Consultant
Financial Planning Association
National Association of Personal Financial Advisors
CFO Leadership Council
Philadelphia Estate Planning Council
Philadelphia Chamber of Commerce