Christopher Vassallo is Vice President of Client Development and a Senior Wealth Advisor at RTD Financial. Chris ensures clients are partnered with the right advisor and that all advisors maintain the proper capacity to serve clients at their fullest potential. Chris specializes in working with physicians, business owners, young families, multi-generational wealth, and those nearing or in retirement. He helps clients prioritize their goals and values, organize their financial life, and create an […]
Nicole is the Vice President of Employer Retirement Plan Services who partners with organizations that care about their employees and wants them to attain financial independence in retirement. For employers who embrace their fiduciary responsibility, Nicole assists in navigating the complex and evolving compliance procedures surrounding retirement plans. While Nicole was growing up, her family […]
Rachel Moran is Vice President of Personal Wealth Management and a Senior Wealth Advisor 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. She enjoys working with single women, serving as both their thinking partner and advocate. Rachel graduated Magna […]
Jeff is a Senior Financial Planner at RTD Financial. He finds inspiration in helping clients discover what provides real meaning in their lives. Jeff works empathically encouraging couples to identify their differences and support each other’s aspirations. Jeff is thrilled to offer a decision-making environment fostering positive and measurable financial progress. Jeff graduated from […]
Marc Labadie is the Executive Vice President at RTD Financial. In addition to overseeing RTD’s business lines and strategic initiatives, he works directly with the firm’s entity clients. Marc specializes in working with the boards and finance committees of regional, national and international nonprofit medical, professional, or trade organizations and their foundations and endowments. In […]
Man-Hyung is a shareholder of RTD Financial, serving as the Director of Tax Planning and a Lead Financial Planner. Prior to joining RTD in 2013, Man-Hyung spent several years in both public accounting as an auditor with Grant Thornton and also gained industry experience as a senior accountant with Citco Fund Services. His ultimate desire […]
As a Senior Wealth Advisor, Irene is passionate about serving as financial coach for her clients. She is committed to understanding each of her client’s unique situations, and what their hopes are now and in the future. Irene has a strong background in working with executives with complex compensation packages as well as business owners […]
Richard Durso is a shareholder at RTD Financial, serving as Chief Financial Officer and a Senior Wealth Advisor. Born and raised in Philadelphia, Rich graduated from LaSalle College High School and St. Joseph’s University. With more than 20 years of professional experience in financial planning and investment management, Rich ensures that family wealth and values […]
Beth Davies is President at RTD Financial. In addition to her role in firm management, she works directly with business owners and executive staff to develop and monitor highly effective retirement programs for their organizations. Beth offers resourceful solutions to each client’s unique needs, earning their trust and confidence with her depth of knowledge and […]
Henry Cluver is a dentist turned Financial Planner. At RTD Financial, he’s engaged in financial life planning and retirement planning for individual clients. Henry is a graduate of the University of Notre Dame and the University of Pennsylvania, where he received his Doctor of Dental Medicine. He served two years active duty as a Lieutenant […]