Rachel Moran

CFP®

RTD Financial

Director of Personal Wealth Management / Senior Financial Planner

Rachel Moran

CFP®

RTD Financial

Director of Personal Wealth Management / Senior Financial Planner

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

(215) 557-3800

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

Meet Rachel Moran

Rachel Moran is a Shareholder, Director of Personal Wealth Management and Senior Financial Planner at RTD Financial. She is passionate about providing her clients with comprehensive, unbiased advice and seeks to help them fulfill their dreams by merging their money and values. She enjoys working with single women, serving as both their thinking partner and advocate.

Rachel graduated Magna Cum Laude from Virginia Tech with a Bachelor of Science degree in Finance.  She is a CERTIFIED FINANCIAL PLANNER™ professional and is currently pursuing a Masters in Taxation from Villanova University’s Charles Widger School of Law.  In 2016, Rachel was named one of InvestmentNews’ “40 Under 40”. In 2018 she was named one of “Ten Young Advisors to Watch” by Financial Advisor Magazine and was awarded “Rising Star” by InvestmentNews’ Women to Watch.  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, and formerly served as NexGen National President. She was instrumental in forming a NexGen community within the Philadelphia Tri-State Area, where she served as the local Director for three years. In addition to her leadership within the industry, Rachel is passionate about increasing financial literacy within her community. She taught a twelve-week pro bono financial education class to survivors of domestic abuse and volunteers with Invest in Girls, teaching high school sophomores important concepts related to budgeting and personal finance.

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

Rachel Moran 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)
    Rachel Moran is a NAPFA Associate

    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 Rachel Moran

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 30 S. 17th Street
    Suite 1620
    Philadelphia, PA 19103
  • 1820 Chapel Ave. West
    Suite 160
    Cherry Hill, NJ 00802

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser