William G. Love, Jr. CFP<sup>&reg;</sup> - Financial Advisor

William G. Love, Jr. CFP®

Financial Planner

RTD Financial Advisors, Inc.

30 S 17th St Ste 1620, United Plaza Bldg
Philadelphia, PA 19103-4009
(215) 557-3800

General

William Love 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

If you're used to financial professionals who focus entirely on portfolios and percentages, our approach will be a welcome surprise. Since 1983, RTD;s financial life planning has been about helping you achieve your goals and live your dreams. It's an ongoing conversation. As you needs and concerns change and evolve, the direction of our planning alters accordingly.

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Financial Advisor Experience

Bill has always felt a call to financial services, obtaining his Bachelor’s in Finance with an emphasis on Portfolio Management from LaSalle University. He spent several years advising and consulting positions at The Vanguard Group, Merrill Lynch TD Waterhouse and The Marshall Financial Group before joining RTD Financial Advisors

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Retirement Income Certified Professional (RICP)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources