Rachel Moran
Financial Advisor for Pharmaceutical Executives | Equity Compensation & Tax Strategy
- Role
- Senior Wealth Advisor at Rtd Financial
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Rachel Moran
Pharmaceutical executives face unique financial complexity — from equity compensation and tax planning to career transitions and long-term retirement planning.I help busy pharmaceutical executives and high-achieving professionals bring clarity and intention to their finances, ensuring their wealth supports what matters most to them. My approach blends deep technical planning with a personal, values-based framework, helping clients feel confident, organized, and proactive rather than reactive.RTD Financial, established in 1983, is a fee-only, independent firm providing comprehensive financial planning and investment advisory services to individuals, families, and retirement plan sponsors. I’ve been recognized nationally for leadership and advocacy within the financial planning profession and am passionate about building long-term relationships rooted in trust, transparency, and collaboration —working closely with clients’ accountants and attorneys to ensure decisions are aligned across all areas of their financial lives.If you’re a pharmaceutical executive or professional looking for a trusted partner to help you navigate complexity with clarity and confidence, let’s connect. I’m always open to a conversation.Specialties:• Executive & Equity Compensation Planning (RSUs, PSUs, ESPPs)• Tax-Efficient Investing & Portfolio Management• Cash Flow & Retirement Modeling• Estate & Legacy Planning
Experience
Senior Wealth Advisor
Jan 2024 — Present
Education
Villanova University
Masters Degree, Taxation
2017 — 2022
Virginia Tech
Bachelor of Science, Finance
2007 — 2011
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