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 […]
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 […]
Man-Hyung is the Director of Tax Planning and a Financial Planner with RTD Financial. 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 to help everyday individuals and […]
As a Senior Financial Planner, 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 […]