Christopher Vassallo, CFP®

Christopher Vassallo, CFP®

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 […]

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Christopher Vassallo, CFP®
Jeff A. Weiand, CFP®, AIF®

Jeff A. Weiand, CFP®, AIF®

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 […]

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Jeff A. Weiand, CFP®, AIF®
Gregory J. Young, CAIA®, AIF®, MBA, ABFP™

Gregory J. Young, CAIA®, AIF®, MBA, ABFP™

Greg is the Chief Investment Officer at RTD Financial. He is chair of the firm’s Investment Policy Committee and oversees the firm’s investment operations. Greg is responsible for conducting the research and analysis required to build investment solutions that meet the needs of RTD’s clients. Previously, Greg was the firm’s Director of Investments.   Greg […]

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Gregory J. Young, CAIA®, AIF®, MBA, ABFP™
Jeff Metz, MT, CFP®

Jeff Metz, MT, CFP®

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 […]

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Jeff Metz, MT, CFP®
Rachel F. Moran, CFP®, MT

Rachel F. Moran, CFP®, MT

Rachel Moran is Vice President of Personal Wealth Management and a Senior Financial Planner 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 […]

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Rachel F. Moran, CFP®, MT
Marc C. Labadie, MPAS®, CFP®, AIF®

Marc C. Labadie, MPAS®, CFP®, AIF®

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 […]

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Marc C. Labadie, MPAS®, CFP®, AIF®
Beth Davies, AIF®, CPC

Beth Davies, AIF®, CPC

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 […]

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Beth Davies, AIF®, CPC
Richard J. Durso, CFP®, MBA, AEP®

Richard J. Durso, CFP®, MBA, AEP®

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 […]

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Richard J. Durso, CFP®, MBA, AEP®