Rtd Financial
Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations. Our firm offers Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management. Our philosophy is based on the following core principles: 1) As fiduciaries, we’re always acting in your best interest; our advice is objective, and our fees are clear and transparent. 2) In order to effectively manage your finances we need to get to know you: your goals, aspirations, and challenges. Personal attention is our trademark. Our service, expertise, and advice enable you to focus on what matters most to you. Contact us today to begin a conversation. RTD Financial has offices in Philadelphia, South Jersey, the Main Line and Chester County, in addition to an office in Atlanta. Please note that when sharing third party article the information contained has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.*RTD Financial is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where RTD Financial and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
7-day free trial · no credit card
Verified contacts
60
available on Kipplo
LinkedIn employees
53
11 to 50 range
Open roles
—
no listings
Distinct roles
39
indexed titles
Tech stack
2
tools in use
Monthly traffic
1.1K
organic / mo
Sign up free to see all 60 verified contacts at Rtd Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
60 contacts with verified email or phone · masked until revealed.
- WB
Willie Black
Director of Talent Management · Human Resources
EmailPhone - NO
Nicole Offerman
Vice President of Employer Retirement Plan Services · Finance & Accounting
EmailPhone - CV
Christopher Vassallo
Senior Wealth Advisor · Finance & Accounting
EmailPhone - IG
Irene Giman
Senior Wealth Advisor · Finance & Accounting
EmailPhone - MV
Maryellen Vandegrift
Associate Retirement Plan Consultant · Finance & Accounting
EmailPhone - RM
Rachel Moran
Senior Wealth Advisor · Finance & Accounting
EmailPhone - CK
Cindy Kennedy
Office Coordinator · Operations
EmailPhone - GD
Garret Desjardins
Financial Planner · Finance & Accounting
EmailPhone - HC
Henry Cluver
Certified Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 60 verified contacts
Top roles at Rtd Financial
39 distinct titles indexed · top 10 shown.
- 6financial planner
- 3associate investment research analyst
- 3chief executive officer
- 3financial planning analyst
- 3senior wealth advisor
- 2associate financial planner
- 2client service associate
- 2director of client services
- 2office coordinator
- 2senior client service associate
- +29more titles
Sign up to unlock all 60 contacts at Rtd Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 60 verified contacts at Rtd Financial
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.