Richard J. Durso, CFP, AEP, MBA in

Richard J. Durso, CFP, AEP, MBA

Doer · DISC type sd
President, Chief Financial Officer at RTD Financial
📍 Philadelphia, Pennsylvania, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
7 Years
Current Role
President, Chief Financial Officer
Job Level
Leadership
Location
Philadelphia, Pennsylvania, United States
Personality Overview

How Richard shows up

Fast-paced
Risk-Accepting
Long-term Focused

Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Richard cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2025
President, Chief Financial Officer
RTD Financial
4-2015 - 4-2015
2015 FPA Retreat Conference Speaker
Financial Planning Association (FPA)
12-2008
President/Senior Wealth Advisor/Chief Financial Officer/Shareholder
RTD Financial
Adjunct Professor
Temple University
Regional Financial Planner
Wachovia
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
MBA
Saint Joseph's University
BS
Saint Joseph's University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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