Rachel F. Moran, CFP®

Senior Financial Planner

Rachel is a Senior Financial Planner with RTD Financial. 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™. Prior to joining RTD, Rachel worked at Fairman Group Family Office as an Investment Advisory Associate, where she was responsible for maintaining multiple client relationships.

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. 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.

Rachel is an active member of the Financial Planning Association's NexGen community, serving as the 2018 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 addition to her leadership within the industry, Rachel is passionate about increasing financial awareness within her community. She recently taught a twelve week pro bono financial education class to survivors of domestic abuse.  She also co-founded a mentorship program for women graduating from the financial planning program at her alma mater, Virginia Tech, in an effort to increase the retention of women within the industry. 

Rachel lives in Fairmount with her husband, Sean, and dog, Lane. She plays women’s Ice Hockey for the Philadelphia Freeze, and enjoys working out, spending time with family, and exploring Philadelphia’s restaurant scene.