Jeff Weiand is Chairman and CEO of RTD Financial. In addition to this honored role, Jeff is passionate about understanding what is most important in the lives of his clients. Jeff’s greatest strength is listening and then tailoring advice to help clients make smart financial decisions – in essence, delivering a roadmap that inspires clients […]
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 the Vice President of Personal Wealth Management and a Senior Wealth Advisor at RTD Financial. With a passion for providing comprehensive and unbiased advice, she is dedicated to helping her clients align their financial goals with their personal values. Specializing in working with pharmaceutical executives, Rachel has a deep expertise in the […]
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 primarily with regional, national and international nonprofit member organizations and their foundations or endowments. In this capacity, he brings his formal training and […]
Man-Hyung is a shareholder of RTD Financial, serving as the Director of Tax Planning and a Senior 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 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 […]
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 […]