Richard Durso is a Shareholder at RTD Financial, serving as Senior Planner and Chief Financial Officer. Rich graduated from LaSalle College High School and St. Joseph’s University (BS in Business Management and MBA in Finance) and has earned CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP®) designations. With more than 15 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 help remove the financial worry from his clients by developing and implementing a plan based on each client’s life goals.
Rich is a contributor to 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 2012 Financial Planning Association’s (FPA) President’s Award for outstanding leadership, Rich is past President and Chair of the Philadelphia Chapter of the FPA. He is an adjunct professor at Temple University and a current board member for the Philadelphia Chapter of the American Cancer Society. Rich has been a speaker event such as the National FPA Retreat and the Private Wealth Forum. He is also a member of National Association of Personal Financial Advisors (NAPFA), Philadelphia Estate Planning Council, and Philadelphia Chamber of Commerce. Born and raised in Philadelphia, Rich is married with two daughters and enjoys spending time with his family and playing ice hockey.
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 […]