RTD Financial Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

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.

Find RTD Financial employees' phone numbers or email addresses

RTD Financial Global Highlights

Location
Employees

North America
67

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  • United States Of America
    66
  • Mexico
    1

Africa
1

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  • Tanzania
    1

Asia
1

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  • China
    1

Europe
1

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  • Italy
    1

RTD Financial's Leadership

  • Stylized image of a person
    J. W.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    K. C.
    Chief Compliance Officer/Chief Operating Officer
    Phone icon
  • Stylized image of a person
    G. Y.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    N. O.
    Vice President Of Employer Retirement Plan Services
    Phone icon
  • Stylized image of a person
    C. V.
    Vice President Of Client Development
    Phone icon
  • Stylized image of a person
    R. J. D.
    President, Chief Financial Officer
    Phone icon
  • Stylized image of a person
    S. A.
    President
    Phone icon
  • Stylized image of a person
    R. D.
    Founder
    Phone icon

RTD Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Legal
  • Accounting
  • Other

Contact profiles from RTD Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. J. D.
    President, Chief Financial Officer
    Phone icon
    United StatesPennsylvania
    Jan 27, 2026
  • Stylized image of a person
    K. C.
    Chief Compliance Officer/Chief Operating Officer
    Phone icon
    United StatesPennsylvania
    Jan 28, 2026
  • Stylized image of a person
    J. W.
    Chief Executive Officer
    Phone icon
    United StatesPennsylvania
    Jan 28, 2026
  • Stylized image of a person
    G. Y.
    Chief Investment Officer
    Phone icon
    United StatesMississippi
    Jan 27, 2026
  • Stylized image of a person
    J. O.
    Owner
    Phone icon
    United StatesColorado
    Sep 19, 2024
  • Stylized image of a person
    R. D.
    Founder
    Phone icon
    United StatesFlorida
    Aug 03, 2024
  • Stylized image of a person
    S. A.
    President
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    N. O.
    Vice President Of Employer Retirement Plan Services
    Phone icon
    United StatesPennsylvania
    Jan 27, 2026
  • Stylized image of a person
    C. V.
    Vice President Of Client Development
    Phone icon
    United StatesPennsylvania
    Jan 27, 2026
  • Stylized image of a person
    M. L.
    Executive Vice President
    Phone icon
    United StatesPennsylvania
    Jan 27, 2026

Frequently Asked Questions

What is RTD Financial known for?

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RTD Financial was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 30 South 17th Street Suite 1620 Philadelphia, Pennsylvania 19103 United States; you can contact the main corporate office by phone at . Explore RTD Financial's company overview page for more information.

What is RTD Financial's most common email format?

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RTD Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RTD Financial email formats with LeadIQ.

How many employees does RTD Financial have currently?

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RTD Financial has approximately 52 employees as of February 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are RTD Financial's key employees and leadership?

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As of February 2026, RTD Financial's key employees include:

  • Chief Executive Officer: J. W.
  • Chief Compliance Officer/Chief Operating Officer: K. C.
  • Chief Investment Officer: G. Y.
  • Vice President Of Employer Retirement Plan Services: N. O.
  • Vice President Of Client Development: C. V.

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