Richard J. Durso, CFP, AEP, MBA in

Richard J. Durso, CFP, AEP, MBA

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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.

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Richard cares about

Strategic Priorities
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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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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