RTD Financial Advisors, Inc.
Industry: Company
DescriptionFounded: 1983 Subsidiary: Pinnacle Financial Advisors, LLC
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RTD Financial Advisors, Inc. Employees
Employee
Years
Job
Industry
Robert McDevitt, MBA AIF® Robert McDevitt, MBA AIF®'s RTD Financial Advisors, Inc. Experience October 2012 - March 2014
Job Vice President at AEPG Wealth Strategies
Industry Financial Services
Experience
AEPG® Wealth Strategies April 2014 - Present
RTD Financial Advisors, Inc. October 2012 - March 2014
CoreStates Capital Advisors January 2011 - September 2012
Skills
Investments, Client Retention, Financial Planning, Financial Analysis, Insurance, Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Portfolio Management, 401k, Investment Management, Estate Planning, Wealth Management, Investment Advisory, Mutual Funds, Employee Benefits, Asset Management
Education
Drexel University - College of Business and Administration
Master of Business Administration (M.B.A.), Finance - Investment Management
Temple University - Fox School of Business and Management
Bachelor of Arts (B.A.), Business Administration and Management, General
AEPG® Wealth Strategies April 2014 - Present
RTD Financial Advisors, Inc. October 2012 - March 2014
CoreStates Capital Advisors January 2011 - September 2012
Skills
Investments, Client Retention, Financial Planning, Financial Analysis, Insurance, Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Portfolio Management, 401k, Investment Management, Estate Planning, Wealth Management, Investment Advisory, Mutual Funds, Employee Benefits, Asset Management
Education
Drexel University - College of Business and Administration
Master of Business Administration (M.B.A.), Finance - Investment Management
Temple University - Fox School of Business and Management
Bachelor of Arts (B.A.), Business Administration and Management, General
Henry Cluver Henry Cluver's RTD Financial Advisors, Inc. Experience January 2009 - Present
Job Certified Financial Planner at RTD Financial Advisors, Inc.
Industry Financial Services
Experience
RTD Financial Advisors, Inc. January 2009 - Present
Education
University of Notre Dame
Bachelor's Degree
University of Pennsylvania
Doctor of Dental Medicine
RTD Financial Advisors, Inc. January 2009 - Present
Education
University of Notre Dame
Bachelor's Degree
University of Pennsylvania
Doctor of Dental Medicine
Richard J. Durso, CFP, AEP, MBA Richard J. Durso, CFP, AEP, MBA's RTD Financial Advisors, Inc. Experience December 2008 - Present
Job Shareholder/Director of Financial Planning
Industry Financial Services
Experience
RTD Financial Advisors, Inc. December 2008 - Present
Skills
Estate Planning, Financial Planning, Asset Management, Financial Advisory, Planning
Education
Saint Joseph's University
MBA
Saint Joseph's University
BS
LaSalle College High School
RTD Financial Advisors, Inc. December 2008 - Present
Skills
Estate Planning, Financial Planning, Asset Management, Financial Advisory, Planning
Education
Saint Joseph's University
MBA
Saint Joseph's University
BS
LaSalle College High School
Jeff Weiand Jeff Weiand's RTD Financial Advisors, Inc. Experience November 1985 - Present
Job President/COO at RTD Financial Advisors, Inc.
Industry Financial Services
Experience
RTD Financial Advisors, Inc. November 1985 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
BA
Cherry Hill High School East 1977 — 1980
RTD Financial Advisors, Inc. November 1985 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
BA
Cherry Hill High School East 1977 — 1980
Man-Hyung Hahn, CPA, MBA Man-Hyung Hahn, CPA, MBA's RTD Financial Advisors, Inc. Experience October 2013 - Present
Job Associate Investment Analyst at RTD Financial Advisors, Inc.
Industry Financial Services
Experience
RTD Financial Advisors, Inc. October 2013 - Present
Gramercy Property Trust December 2010 - April 2013
Citco Fund Services September 2008 - December 2010
Grant Thornton September 2006 - August 2008
Morgan Stanley Smith Barney July 2004 - May 2005
Skills
Financial Planning, Personal Finance, Opportunistic..., Tax, Investment Research, Trading, Due Diligence, Financial Reporting, SEC filings, Financial Analysis, Accounting, Data Mining, Financial Accounting, Cash Flow Analysis, Financial Statements, General Ledger, Sarbanes-Oxley Act, Consolidation, Financial Modeling, Corporate Finance, Auditing, Internal Controls, Month End Close, US GAAP, GAAP, Sarbanes-Oxley, Strategic Financial..., IFRS, Oracle JD Edwards, Account Reconciliation, Variance Analysis
Education
Drexel University - College of Business and Administration 2010 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2003 — 2006
BBA, Accounting
RTD Financial Advisors, Inc. October 2013 - Present
Gramercy Property Trust December 2010 - April 2013
Citco Fund Services September 2008 - December 2010
Grant Thornton September 2006 - August 2008
Morgan Stanley Smith Barney July 2004 - May 2005
Skills
Financial Planning, Personal Finance, Opportunistic..., Tax, Investment Research, Trading, Due Diligence, Financial Reporting, SEC filings, Financial Analysis, Accounting, Data Mining, Financial Accounting, Cash Flow Analysis, Financial Statements, General Ledger, Sarbanes-Oxley Act, Consolidation, Financial Modeling, Corporate Finance, Auditing, Internal Controls, Month End Close, US GAAP, GAAP, Sarbanes-Oxley, Strategic Financial..., IFRS, Oracle JD Edwards, Account Reconciliation, Variance Analysis
Education
Drexel University - College of Business and Administration 2010 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2003 — 2006
BBA, Accounting
John Hochschwender, CFP John Hochschwender, CFP's RTD Financial Advisors, Inc. Experience January 1993 - Present
Job Senior Vice President at RTD Financial Advisors, Inc.
Industry Financial Services
Experience
RTD Financial Advisors, Inc. January 1993 - Present
Education
Villanova University 1990 — 1995
MBA, Finance
University of Pittsburgh 1986 — 1990
Bachelor's, Psychology
RTD Financial Advisors, Inc. January 1993 - Present
Education
Villanova University 1990 — 1995
MBA, Finance
University of Pittsburgh 1986 — 1990
Bachelor's, Psychology
Nolan V. Ford Nolan V. Ford's RTD Financial Advisors, Inc. Experience May 2015 - Present
Job Director of Portfolio Management at The William C. Dunkelberg Owl Fund
Industry Investment Management
Experience
The William C. Dunkelberg Owl Fund May 2015 - Present
RTD Financial Advisors, Inc. May 2015 - Present
The William C. Dunkelberg Owl Fund August 2014 - Present
The William C. Dunkelberg Owl Fund September 2014 - January 2015
Temple Univeristy's Fox Fund September 2013 - May 2014
Makefield Highlands Golf Course. August 2011 - August 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Bloomberg, Analysis, Financial Modeling, Research, Valuation, Portfolio Management, Investments, Economics, Finance, Teamwork, Financial Services
Education
Temple University - Fox School of Business and Management 2012 — 2017
Bachelor of Business Administration (BBA), Finance, Financial Planning
The William C. Dunkelberg Owl Fund May 2015 - Present
RTD Financial Advisors, Inc. May 2015 - Present
The William C. Dunkelberg Owl Fund August 2014 - Present
The William C. Dunkelberg Owl Fund September 2014 - January 2015
Temple Univeristy's Fox Fund September 2013 - May 2014
Makefield Highlands Golf Course. August 2011 - August 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Bloomberg, Analysis, Financial Modeling, Research, Valuation, Portfolio Management, Investments, Economics, Finance, Teamwork, Financial Services
Education
Temple University - Fox School of Business and Management 2012 — 2017
Bachelor of Business Administration (BBA), Finance, Financial Planning
Zach Alexander's RTD Financial Advisors, Inc. Experience May 2013 - August 2013
Job Planning & Implementation Assistant at Henssler Financial
Industry Financial Services
Experience
Henssler Financial October 2015 - Present
Asset Advisors Group, LLC May 2015 - August 2015
AXA Advisors March 2014 - May 2015
RTD Financial Advisors, Inc. May 2013 - August 2013
Georgia United Credit Union January 2013 - 2013
Skills
Estate Planning, Portfolio Management, Morningstar, Personal Financial..., Investments, Tax Preparation, Microsoft Office, Stock Valuation, Fundamental Analysis, Interpersonal..., Money Guide Pro, Team Leadership, Asset Allocation, PowerPoint, Junxure, fi360, e-relationship, TD Ameritrade, Salesforce.com, ClientLink, Financial Analysis, Microsoft Excel, Customer Service, Financial Planning, Life Insurance, Microsoft Word
Education
The University of Georgia 2011 — 2013
Bachelor of Science (B.S.), Family Financial Planning
Henssler Financial October 2015 - Present
Asset Advisors Group, LLC May 2015 - August 2015
AXA Advisors March 2014 - May 2015
RTD Financial Advisors, Inc. May 2013 - August 2013
Georgia United Credit Union January 2013 - 2013
Skills
Estate Planning, Portfolio Management, Morningstar, Personal Financial..., Investments, Tax Preparation, Microsoft Office, Stock Valuation, Fundamental Analysis, Interpersonal..., Money Guide Pro, Team Leadership, Asset Allocation, PowerPoint, Junxure, fi360, e-relationship, TD Ameritrade, Salesforce.com, ClientLink, Financial Analysis, Microsoft Excel, Customer Service, Financial Planning, Life Insurance, Microsoft Word
Education
The University of Georgia 2011 — 2013
Bachelor of Science (B.S.), Family Financial Planning
Christopher Vassallo, CFP® Christopher Vassallo, CFP®'s RTD Financial Advisors, Inc. Experience May 2009 - Present
Job Financial Planner at RTD Financial Advisors, Inc.
Industry Financial Services
Experience
RTD Financial Advisors, Inc. May 2009 - Present
Innovative Benefit Planning, LLC 2007 - 2009
Skills
Financial Planning, Financial Goals, Investment Advice, Estate Planning, Wealth Management, Risk Management, 401k, Asset Allocation
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance, Real Estate
RTD Financial Advisors, Inc. May 2009 - Present
Innovative Benefit Planning, LLC 2007 - 2009
Skills
Financial Planning, Financial Goals, Investment Advice, Estate Planning, Wealth Management, Risk Management, 401k, Asset Allocation
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance, Real Estate
Paul LaViola, CFP®'s RTD Financial Advisors, Inc. Experience January 2007 - June 2013
Job Wealth Manager & Founding Partner ► Certified Financial Planner ♦ Retirement Expert ♦ Teacher & Mentor
Industry Financial Services
Experience
Foundation Wealth Management LLC June 2013 - Present
Temple University 2012 - Present
Subject Matter Expert and Editor 2007 - Present
RTD Financial Advisors, Inc. January 2007 - June 2013
Skills
Wealth Management, Financial Planning, Financial Advisory, Retirement Planning, Portfolio Management, Registered Investment..., Financial Services, Fiduciary Services, Relationship Building, Financial Education, Financial Goals, Certified Financial..., High Net Worth..., Wealth Preservation..., Debt Management, Cash Flow, Risk Management, Fee-Only Financial..., Expert Communicator, Management, Strategic Financial..., Finance, Financial Planners, Wealth, Estate Planning, Retirement, Strategic Planning, Management Consulting, Tax, Personal Finance, Investment Advisory, Investments, Employee Benefits
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2004
Master's degree
Widener University 2000 — 2004
Master's degree
Bloomsburg University of Pennsylvania 1993 — 1997
Bachelor of Arts (BA)
Foundation Wealth Management LLC June 2013 - Present
Temple University 2012 - Present
Subject Matter Expert and Editor 2007 - Present
RTD Financial Advisors, Inc. January 2007 - June 2013
Skills
Wealth Management, Financial Planning, Financial Advisory, Retirement Planning, Portfolio Management, Registered Investment..., Financial Services, Fiduciary Services, Relationship Building, Financial Education, Financial Goals, Certified Financial..., High Net Worth..., Wealth Preservation..., Debt Management, Cash Flow, Risk Management, Fee-Only Financial..., Expert Communicator, Management, Strategic Financial..., Finance, Financial Planners, Wealth, Estate Planning, Retirement, Strategic Planning, Management Consulting, Tax, Personal Finance, Investment Advisory, Investments, Employee Benefits
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2004
Master's degree
Widener University 2000 — 2004
Master's degree
Bloomsburg University of Pennsylvania 1993 — 1997
Bachelor of Arts (BA)
Michelle Busillo's RTD Financial Advisors, Inc. Experience 1991 - 1992
Job Senior Accountant at Association Headquarters, Inc.
Industry Nonprofit Organization Management
Experience
Association Headquarters, Inc. July 2014 - Present
Talley Management Group, Inc. March 2010 - June 2014
Talley Management Group, Inc. March 2010 - June 2014
Admiral Insurance Company October 2006 - January 2010
Advanta January 2001 - September 2005
Keystone Insurance Company 1997 - 2000
Towers Perrin October 1995 - November 1997
Gotleib and Associates 1992 - 1993
RTD Financial Advisors, Inc. 1991 - 1992
Skills
PowerPoint, Analysis, Microsoft Word, Budgets, Non-profits, Revenue Recognition, Fixed Assets, Microsoft Excel, Financial Analysis, Sarbanes-Oxley, Financial Reporting, Strategic Planning, Tax, Accounting, Variance Analysis, Great Plains Software, Project Accounting, General Ledger, Financial Statements, SEC filings, Sarbanes-Oxley Act, Accounts Payable, Managerial Finance, Accruals, Auditing, GAAP, Accounts Receivable, Sage MAS 500, Hyperion Reports, FRx Report Designer, Highly detail oriented, Interdisciplinary Team..., Internal Controls, Hyperion Enterprise, US GAAP, Balance Sheet, Journal Entries, Account Reconciliation, QuickBooks, Financial Accounting, Nonprofits, MAS500, Balance, Management, Team Leadership, Forecasting, Financial Audits
Education
Rutgers University – Camden 1992 — 1995
BS, Accounting
Widener University 1990 — 1991
Engineering
Association Headquarters, Inc. July 2014 - Present
Talley Management Group, Inc. March 2010 - June 2014
Talley Management Group, Inc. March 2010 - June 2014
Admiral Insurance Company October 2006 - January 2010
Advanta January 2001 - September 2005
Keystone Insurance Company 1997 - 2000
Towers Perrin October 1995 - November 1997
Gotleib and Associates 1992 - 1993
RTD Financial Advisors, Inc. 1991 - 1992
Skills
PowerPoint, Analysis, Microsoft Word, Budgets, Non-profits, Revenue Recognition, Fixed Assets, Microsoft Excel, Financial Analysis, Sarbanes-Oxley, Financial Reporting, Strategic Planning, Tax, Accounting, Variance Analysis, Great Plains Software, Project Accounting, General Ledger, Financial Statements, SEC filings, Sarbanes-Oxley Act, Accounts Payable, Managerial Finance, Accruals, Auditing, GAAP, Accounts Receivable, Sage MAS 500, Hyperion Reports, FRx Report Designer, Highly detail oriented, Interdisciplinary Team..., Internal Controls, Hyperion Enterprise, US GAAP, Balance Sheet, Journal Entries, Account Reconciliation, QuickBooks, Financial Accounting, Nonprofits, MAS500, Balance, Management, Team Leadership, Forecasting, Financial Audits
Education
Rutgers University – Camden 1992 — 1995
BS, Accounting
Widener University 1990 — 1991
Engineering
Pearl Jakes's RTD Financial Advisors, Inc. Experience March 2006 - Present
Job Client Experience Associate
Industry Financial Services
Experience
RTD Financial Advisors, Inc. March 2006 - Present
Tiffany & Co. October 1990 - February 2005
Goldman Sachs, New York May 1985 - June 1990
Education
Peirce College
RTD Financial Advisors, Inc. March 2006 - Present
Tiffany & Co. October 1990 - February 2005
Goldman Sachs, New York May 1985 - June 1990
Education
Peirce College
Monica M. Garver's RTD Financial Advisors, Inc. Experience July 2014 - Present
Job Vice President / Senior Planner at RTD Financial Advisors, Inc.
Industry Financial Services
Experience
RTD Financial Advisors, Inc. July 2014 - Present
PrimeSOLUTIONS Advisors, LLC May 2000 - June 2014
International Planning Group January 1999 - March 2000
First Commonwealth Bank 1991 - 1998
Deliotte, Haskins & Sells February 1988 - 1991
BNY Mellon 1986 - February 1988
Coopers & Lybrand September 1983 - February 1986
Skills
Investment Management, Wealth Management, Investments, Asset Management, Retirement, 401k, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Asset Allocation, Fiduciary Services, Certified Divorce...
Education
Duquesne University 1979 — 1983
Bachelor of Arts (B.A.), Accounting
Duquesne University
BS in Accounting
RTD Financial Advisors, Inc. July 2014 - Present
PrimeSOLUTIONS Advisors, LLC May 2000 - June 2014
International Planning Group January 1999 - March 2000
First Commonwealth Bank 1991 - 1998
Deliotte, Haskins & Sells February 1988 - 1991
BNY Mellon 1986 - February 1988
Coopers & Lybrand September 1983 - February 1986
Skills
Investment Management, Wealth Management, Investments, Asset Management, Retirement, 401k, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Asset Allocation, Fiduciary Services, Certified Divorce...
Education
Duquesne University 1979 — 1983
Bachelor of Arts (B.A.), Accounting
Duquesne University
BS in Accounting
Judy Raffa, CFP®'s RTD Financial Advisors, Inc. Experience August 2007 - October 2008
Job VicePresident/High Net Worth Planner at TD Bank Group
Industry Financial Services
Experience
TD Bank Group February 2012 - Present
Morgan Stanley Smith Barney October 2008 - December 2011
RTD Financial Advisors, Inc. August 2007 - October 2008
Lau Associates LLC January 2007 - August 2007
Janney Montgomery Scott September 2000 - September 2006
Skills
Financial Planning, Estate Planning, NaviPlan, High Net Worth..., Certified Financial..., Wealth Management, Series 7, Series 63, Strategic Financial..., Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Journalism and Political Science
TD Bank Group February 2012 - Present
Morgan Stanley Smith Barney October 2008 - December 2011
RTD Financial Advisors, Inc. August 2007 - October 2008
Lau Associates LLC January 2007 - August 2007
Janney Montgomery Scott September 2000 - September 2006
Skills
Financial Planning, Estate Planning, NaviPlan, High Net Worth..., Certified Financial..., Wealth Management, Series 7, Series 63, Strategic Financial..., Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Journalism and Political Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY