Irene Giman (BA, CFA®, CFP®, MBA)

Irene Giman focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

Irene is passionate about serving as financial coach for her clients.  Irene is committed to understanding each of her client’s unique situations and what their hopes are now and in the future.  By working closely with her clients, she can create a custom tailored roadmap for financial guidance and investment strategies.  She enjoys working with executives with complex compensation packages, business owners striving to reach financial independence as well as professional women and women in transition.  Irene is also very sensitive to the unique planning issues of the modern family, including single parenthood, remarriage, same sex relationships, and cohabitation. 

 

Irene has extensive experience in financial advising and investment management.   Prior to joining RTD and its affiliates in 2011, Irene was a Director of Private Placements at TIAA-CREF, responsible for investing and managing its private placement portfolio.  Irene earned her MBA in Finance from The Wharton School of the University of Pennsylvania and her BA in Economics from Mount Holyoke College where she was member of Omicron Delta Epsilon, the International Economics Honor Society.

 

Irene is passionate about the importance of providing unbiased financial guidance.  She has been a guest lecturer in the Fox School of Business Financial Planning program, as well as presented at the Entrepreneur’s Forum of Greater Philadelphia, XPX of Philadelphia (the Exit Planning Group), and the 50andBeyond Symposium in South Jersey.  Irene has been featured in the WSJ.com blog as well as quoted in publications ranging from Consumer Reports to Fidelity.com.

Additional Information

Irene is an active member of her community.  She has served on several local Boards as well as serving as Treasurer of her Mount Holyoke College Class for over 20 years. In her free time, Irene is an avid cyclist and enjoys teaching spinning classes at her gym.

NAPFA Start Date

October 07, 2011

Submit
Submit

This Office

30 S 17th St Ste 1620 Philadelphia, PA 19103-4009 Phone: (215) 557-3800 Fax: (215) 557-3814

Other Offices

1820 Chapel Ave W Ste 160 Cherry Hill, NJ 08002-4611 Phone: (856) 273-6943