Josh Rothbard

Josh Rothbard

Josh Rothbard is a Registered LPL Financial Advisor and Insurance Broker. He helps business owners and professionals create financial plans to keep more money in their pockets whilew orking toward their financial goals. During Josh’s 17 years in the financial services...
Jeff Metz, MT, CFP, CDFA

Jeff Metz, MT, CFP, CDFA

Jeff is a Senior Financial Counselor at RTD Financial Advisors. Jeff joined the firm in 2016 as a shareholder. Jeff graduated from Case Western Reserve University with a degree in Chemical Engineering and began his career at Diamond Shamrock in Dallas, TX. While in...
Danine Mueller, CDFA®

Danine Mueller, CDFA®

Danine Mueller is a Certified Divorce Financial Analyst® and President of Certified Divorce Specialists, LLC located in Wayne, PA. She has been a member of Collaborative Law Professionals of Southeastern Pennsylvania (formerly Collaborative Family Law Affiliates)...
David Emery, CFP™, CDFA®

David Emery, CFP™, CDFA®

David A. Emery is a Certified Financial Planner™ practitioner and has provided wealth management and financial planning services to clients in the Philadelphia area since earning his certification in 2003. Dave holds his Certified Divorce Financial Analyst (CDFA®)...