Jeff Metz

MT, CFP®

RTD Financial

Senior Vice President

Jeff Metz

MT, CFP®

RTD Financial

Senior Vice President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeff Metz, MT, CFP®

215-557-3800

Fee-Only financial planner located in Bala Cynwyd, PA, serving clients locally and across the country

Meet Jeff Metz

Jeff Metz is a Senior Financial Planner at RTD Financial. He finds inspiration in helping clients discover what provides real meaning and works empathically to encourage couples to identify their differences and support each other’s aspirations.  Jeff is thrilled to have the opportunity to offer a decision-making environment fostering positive and measurable financial progress.

Jeff graduated from Case Western Reserve University with a degree in Chemical Engineering and began his career at Diamond Shamrock in Dallas, TX. While in Dallas, he became interested in using principles of corporate finance in personal financial planning. Jeff moved to the Philadelphia area where he started his own financial planning firm, joining RTD in 2016 as a shareholder.

Jeff found intellectual challenge in obtaining the Master’s in Taxation degree from Villanova Law School, with a special certificate in estate planning. This sparked his desire to humanize the technical aspects of estate distribution planning and make it understandable for clients while partnering effectively with estate and tax attorneys.  Jeff has also taken classes in real estate finance and public charities accounting.

Jeff is a member of the Financial Therapy Association and has completed a Mediation Intensive Training program through the Center for Understanding in Conflict. Jeff continues training to use discovery as a means of addressing complex money dynamics between couples and within families.

Jeff follows the impact of the digital transformation on economics, politics, global trade, wealth, governments and employment. Jeff reads a broad array of periodicals each month including the New York Times, Financial Times, Scientific American, Popular Science, The Atlantic, Fast Company, Wired, Forbes, Chronicle of Philanthropy, and Biblical Archaeology Review.

Jeff is the author of “Get Client’s IRA Custodian to Follow Recommended Beneficiary Designation” published in Trusts & Estates magazine November 2017.

Jeff has lived in Lower Merion Township outside of Philadelphia with his wife and three children since 1995. Jeff enjoys cycling, swimming and attending Center City and New York theatre productions with his wife Amy.

Jeff Metz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jeff Metz is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Jeff Metz

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Office Locations:

  • 333 E City Ave
    Ste 300
    Bala Cynwyd, PA 19004

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