PHILADELPHIA--(BUSINESS WIRE)--RTD Financial Advisors, Inc. is pleased to announce that Rachel Moran, CFP® has been named to InvestmentNews' 40 Under 40 list for 2016. Based on her accomplishments to date, contributions to the financial advisory industry, leadership and promise, Rachel was chosen from more than 800 nominations.
Rachel Moran reflected on the nomination stating, “I’m honored to be recognized by InvestmentNews among such distinguished leaders. This award is truly a testament to my passion and dedication to the financial planning industry.”
The list, which is also featured online, appears in the June 27 issue ofInvestmentNews.
"Honorees in the 40 Under 40 class of 2016 are just as impressive as our inaugural class, as well as those from last year's list," said Walden Siew, News Editor, InvestmentNews. "As always, we had a tough time narrowing the pool down to a select group of 40. We believe InvestmentNews readers will be inspired by these stories of the industry's latest generation of enterprising young talent."
The editorial staff at InvestmentNews looked beyond paper resumes and collaborated with author Sally Hogshead to create a personality test for the candidates. The purpose of the questionnaire was to reveal to candidates how they are perceived by others and highlight their best strengths.
Among this year’s class are young talents deemed by our quiz results as “Victors,” seen by the world as respected and competitive; “Maestros,” who are ambitious and confident; and genuine and sure-footed “Guardians”— all traits worth highlighting for those who want to serve the community as top financial advisers.
About RTD Financial Advisors:
Established in 1983, RTD Financial provides fee only, independent, comprehensive financial planning and investment advisory services to individuals, families and retirement plan sponsors. With unrelenting passion, our mission is to help our clients achieve financial freedom so they may experience balanced and fulfilling lives. We do this through a process called Financial Life Planning™, planning that is shaped by our client’s dreams.
