Irene Giman (BA, CFA, CFP®, MBA)

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.