Christopher Vassallo, CFP®

Christopher Vassallo, CFP®

Christopher Vassallo is Director of Strategic Partnerships and a Senior Financial Planner at RTD Financial. Chris ensures clients are partnered with the right advisor and that all advisors maintain proper capacity to serve clients at their fullest potential. Chris specializes in working with 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 actionable plan for […]

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

Jeff A. Weiand, CFP®, AIF®

Jeff Weiand is CEO of RTD Financial. In addition to this inspiring role, Jeff is passionate about understanding what is most important in the lives of his clients. Jeff’s greatest strength is tailoring advice to help clients make smart financial decisions – in essence, delivering a roadmap to efficiently guide them toward living their best […]

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

Gregory J. Young, CAIA®, AIF®, MBA

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 has […]

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Gregory J. Young, CAIA®, AIF®, MBA
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 and works empathically to encourage couples to identify their differences and support each other’s aspirations.  Jeff is thrilled to have the opportunity to offer a decision-making environment fostering positive and measurable financial progress. Jeff graduated […]

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

Rachel F. Moran, CFP®, MT

Rachel is a Shareholder, Director of Personal Wealth Management and 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. […]

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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 national and international nonprofit organizations, the retirement plan committees of small-to-middle market companies, and with attorneys […]

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

Beth Davies, AIF®, CPC, ERPA

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, ERPA
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 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 […]

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Richard J. Durso, CFP®, MBA, AEP®
Maureen Blom

Maureen Blom

Maureen is the Chief Operating Officer of RTD Financial. Maureen oversees many critical functions of the firm, including operations, accounting and financial reporting, human resources, benefits, and talent acquisition. She is responsible for establishing and monitoring operational workflows and coordinates both internal and external events. She also supports the firm’s compliance and cybersecurity efforts. Prior […]

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Maureen Blom
Richard J. Busillo, CFP®, AIF®, RPA

Richard J. Busillo, CFP®, AIF®, RPA

Richard J. Busillo is Chairman of RTD Financial.  In addition to his role as Chairman, Rich enjoys working directly with clients in all areas of RTD: Personal Wealth Management, Employer Retirement Plans, and Trust and Non-profit Investment Management. Rich serves on the Delaware State University Financial Planning & Wealth Management Program Advisory Board and is […]

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Richard J. Busillo, CFP®, AIF®, RPA