RTD Financial is pleased to announce that Rachel Moran has become a shareholder of the firm. “It has been less than five years since Rachel has joined the firm and what she has been able to accomplish in that short period of time is nothing short of remarkable,” shared Jeff Weiand, President of RTD. “Her dedication to be the absolute best she can be for our wonderful clients will never be compromised.”
Rachel is a Senior Financial Planner with RTD Financial and Chair of the Marketing Committee. She is passionate about providing her clients with comprehensive unbiased advice, and seeks to help them fulfill their dreams by merging money and values through Financial Life Planning™. Rachel previously served as a Financial Planner and Associate Financial Planner at RTD. Prior to joining the firm in 2013, she worked at Fairman Group Family Office as an Investment Advisory Associate.
Rachel graduated Magna Cum Laude from Virginia Tech with a Bachelor of Science degree in Finance. At Virginia Tech, she pursued the CFP Board Registered Financial Planning Program, and is a CERTIFIED FINANCIAL PLANNER™ professional. Rachel is currently pursuing her Master’s Degree in Taxation at Villanova University.
Rachel is an active member of the Financial Planning Association’s NexGen community, serving as the 2018 National Chair. She was instrumental in forming a NexGen community within the Philadelphia Tri-State Area and served as the local Director for three years. In 2016, Rachel was named one of InvestmentNews’ 40 Under 40, in recognition of her accomplishments to date, contributions to the industry, leadership, and promise. A thought leader in her profession, Rachel has been quoted in InvestmentNews and published in the Journal of Financial Planning.
About RTD Financial
RTD Financial is an independent advisory firm offering Financial Life Planning, Retirement Plan Services and Institutional Investment Management Services. Through our Financial Life Planning process, we utilize an intensive discovery process to uncover our clients’ life goals and aspirations. Together, we create a Financial Plan focused on achieving those goals and removing financial stress from their life, allowing our clients to focus on what they do best. We also provide customized retirement plans for employers and employees, using fiduciary best practices to develop plans and programs employees will participate in and benefit from. Our Institutional Investment Management Services help board members of non-profit and for-profit organizations define and document the goals and purpose of the organization’s resources, to answer not just the how, but the why behind the way these assets are invested.
Established in 1983, we have weathered our share of economic storms and financial fads. We have years of experience in balancing traditional values and proven practices with timely insight and flexible approaches to help minimize undue risk and maximize opportunity in any climate. Wholly independent, we take a team approach, and are straightforward with our advice, transparent in our fees and responsive in our service. One of the original independent advisory firms and a pioneer in Financial Life Planning® services, we remain thought leaders in the financial planning profession.