Irene S. Giman, CFP^®

MBA, CFA,

RTD Financial Advisors Inc

30 S 17th St
Philadelphia, PA 19103

FINANCIAL ADVISOR'S WEBSITE

rtdfinancial.com

(856) 797-8082

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee only! We do not accept any commissions or referral fees..

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Irene Giman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RTD Financial Advisors Inc in Philadelphia, PA and the surrounding communities.

Financial Advisor Overview

As a Senior Financial Planner, 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 business owners striving to reach financial independence as well as professional women and women in transition. Irene is also very sensitive to the unique concerns of couples entering, or in, a second (or later) marriage.

Financial Advisor Experience

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Women's Finances