2015 Fall Conference Speaker
Roy Diliberto
Roy T. Diliberto is Chairman and Founder of RTD Financial Advisors, Inc. A graduate of Temple University, Diliberto has received his Chartered Financial Consultant designation from the American College, and his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning.
Extensively quoted in many national and local publications, he is one of only 29 people named by both Money and Worth magazines as one of the 200 best Financial Advisors in America and was chosen as one of “The 150 Best Financial Planners for Doctors” by Medical Economics. Barron’s recently named him one of the 100 best independent financial advisors in America. Investment News, in its 15th anniversary issue in 2013, named Roy as one of 15 people in the United States who “Transformed Financial Planning.” He has appeared on national television programs such as The NBC Nightly News, CNN Moneytalk, and Fox on Money.
Active in professional and civic associations, Mr. Diliberto has served as National Chairman of the Financial Planning Association. He was on the Advisory Boards of Schwab Institutional and TD Waterhouse, and served on the Temple University Planned Giving Advisory Council and the Temple Owl Club Board of Directors. Mr. Diliberto is the author of a book for financial planners, titled Financial Planning - The Next Step: A Practical Approach to Merging Your Clients’ Money with Their Lives. He also writes a bimonthly column on Financial Life Planning for Financial Advisor Magazine and is a frequent speaker at national meetings for financial advisors.
Whether Mr. Diliberto is working with business owners, professionals, or other high net worth individuals, all of his clients have one thing in common: The desire to pursue their goals and dreams and have an experienced professional help them to make smart financial decisions.
Extensively quoted in many national and local publications, he is one of only 29 people named by both Money and Worth magazines as one of the 200 best Financial Advisors in America and was chosen as one of “The 150 Best Financial Planners for Doctors” by Medical Economics. Barron’s recently named him one of the 100 best independent financial advisors in America. Investment News, in its 15th anniversary issue in 2013, named Roy as one of 15 people in the United States who “Transformed Financial Planning.” He has appeared on national television programs such as The NBC Nightly News, CNN Moneytalk, and Fox on Money.
Active in professional and civic associations, Mr. Diliberto has served as National Chairman of the Financial Planning Association. He was on the Advisory Boards of Schwab Institutional and TD Waterhouse, and served on the Temple University Planned Giving Advisory Council and the Temple Owl Club Board of Directors. Mr. Diliberto is the author of a book for financial planners, titled Financial Planning - The Next Step: A Practical Approach to Merging Your Clients’ Money with Their Lives. He also writes a bimonthly column on Financial Life Planning for Financial Advisor Magazine and is a frequent speaker at national meetings for financial advisors.
Whether Mr. Diliberto is working with business owners, professionals, or other high net worth individuals, all of his clients have one thing in common: The desire to pursue their goals and dreams and have an experienced professional help them to make smart financial decisions.