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Diana Yanez
Associate Financial Planner at Rtd Financial
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Work Experience
Associate Financial Planner
Sep 2018 - Present · 6 years and 4 months
fundacion mujer
Micro-Finance Intern
Oct 2017 - Jan 2018 · 3 months
Procurement Analyst
Sep 2013 - Sep 2017 · 4 years
Company Details
11-50 Employees
Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations. Our firm offers Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management. Our philosophy is based on the following core principles: 1) As fiduciaries, we’re always acting in your best interest; our advice is objective, and our fees are clear and transparent. 2) In order to effectively manage your finances we need to get to know you: your goals, aspirations, and challenges. Personal attention is our trademark. Our service, expertise, and advice enable you to focus on what matters most to you. Contact us today to begin a conversation. RTD Financial has offices in Philadelphia, South Jersey, the Main Line and Chester County, in addition to an office in Atlanta. Please note that when sharing third party article the information contained has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.
Year Founded
1983
Social Media
Linkedin
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
30 S. 17th Street Suite 1620 Philadelphia, PA 19103, US
Keywords
Comprehensive Financial Life PlanningPortfolio ManagementRetirementEducatioEstatesIncome TaxCash Flow AnalysisRisk Management/Insurance Analysis401(k) Retirement Plan ConsultingStock Options
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