Roy T. Diliberto, CFP, chairman and CEO of RTD Financial Advisors, Inc., a financial-planning firm in Philadelphia. He was named by Barron’sas one of the top 100 independent financial planners in the US and is a former national chairman of the Financial Planning Association. He is author of Financial Planning: The Next Step (FPA). www.rtdfinancial.com.
A top financial adviser shows you how Many financial planners focus primarily on money management, trying to help their clients…