Richard J. Durso, CFP®, AEP®
Richard Durso is a shareholder and the Director of Financial Planning with RTD Financial Advisors, Inc. where he chairs RTD’s Financial Planning Committee. Mr. Durso graduated from LaSalle College High School and St. Joseph’s University (BS in Business Management and MBA in Finance) and has earned the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP®) designations. With more than 15 years of professional experience in financial planning and investment management, Mr. Durso ensures that family wealth and values are passed down to future generations through proper planning. His passion is to help remove financial worry from his clients by developing a plan based upon each client’s life goals and unique situation.
Mr. Durso is a contributor for the Journal of Financial Planning and has been quoted by many financial publications including The Wall Street Journal, Kiplinger’s, Financial Planning Magazine, and MSN Money. Awarded the 2012 Financial Planning Association’s (FPA) President’s Award for outstanding leadership, he will serve as President of the Philadelphia Chapter of the FPA in 2015. He is also a member of National Association of Personal Financial Advisors (NAPFA), Philadelphia Estate Planning Council, and Philadelphia Chamber of Commerce. Mr. Durso, born and raised in Philadelphia, is married with two daughters. Mr. Durso balances his time with family, financial planning, ice hockey, and an active lifestyle.