Richard Durso
CFP®, AEP®, MBA
RTD Financial
Senior Financial Planner and CFO
Richard Durso
CFP®, AEP®, MBA
RTD Financial
Senior Financial Planner and CFO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Richard Durso, CFP®, AEP®, MBA
Fee-Only financial planner located in Philadelphia, PA, serving clients locally and across the country
Meet Richard Durso
Richard Durso is a shareholder at RTD Financial, serving as Chief Financial Officer and a Senior Financial Planner. Born and raised in Philadelphia, Rich graduated from LaSalle College High School and St. Joseph’s University. With more than 18 years of professional experience in financial planning and investment management, Rich ensures that family wealth and values are passed down to future generations through proper planning. His passion is to design and implement a goal-focused life plan for his clients.
Rich has been a speaker at several events such as the national Financial Planning Association (FPA) Retreat and the Private Wealth Forum. He is a contributor for the Journal of Financial Planning and has been quoted by many financial publications including The Wall Street Journal, Kiplinger’s, Financial Planning Magazine, and MSN Money. Awarded the FPA’s Presidential Award for outstanding leadership, Rich is past President and Chair of the Philadelphia Chapter of the FPA. He is also an adjunct professor at Temple University where he teaches financial planning to undergraduate students.
As a current board member for the Philadelphia Chapter of the American Cancer Society he leads the Real Men Wear Pink (RMWP) initiative. This is the third year that Rich has organized the Philadelphia RMWP Charity Golf Outing. He’s personally raised about $50,000 for the charity via the RMWP initiative, all of which goes directly to the American Cancer Society.
Richard Durso 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
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Richard Durso 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 Richard Durso
Office Locations:
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30 S 17th Street
Suite 1620
Philadelphia, PA 19103