Mitchell Metz is a CFP-designated registered investment advisor at Rtd Financial Advisors INC, based in Philadelphia, PA, with 24 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Estate Planning, and 4 more. Their firm serves 837 clients with $2.7B in assets under management.
Compensation
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Fee Structure
RTD Financial does not provide investment management services for individual investors. They provide investment management for employer retirement plans, trusts, and non-profits.
Contact
Mitchell Metz
Location
30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rtd Financial Advisors INC
Previous Registrations
Pinnacle Financial Advisors, LLC
State Registrations2 states
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Additional Information
Jeff, a native of Cherry Hill, has lived in Lower Merion Township outside of Philadelphia with his wife and three children since 1995. Jeff graduated from Case Western Reserve University with a degree in Chemical Engineering and began his career in financial and energy usage analysis at Diamond Shamrock in Dallas, Texas. While in Dallas, he became interested in using the principles of corporate finance in personal financial planning and investment analysis. Jeff later moved back to the Philadelphia area where he started his own financial planning firm. He became a Certified Financial Planner. Jeff has a Master in Taxation degree from Villanova University. In his free time, he enjoys working out at the gym, biking, swimming and being with his family.