Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
Roy Diliberto, CFP, is founder and Chief Executive Officer of RTD Financial Advisors, Inc., a comprehensive financial life planning firm with office in Pennsylvania, New Jersey and Florida. Active in professional and civic associations, Diliberto served as first national president of the Financial Planning Association. He was on the advisory boards of Schwab Institutional and TD Waterhouse. He also writes a bimonthly column on Financial Life Planning for Financial Advisor magazine, and is a frequent speaker at industry meetings. Diliberto has been quoted in many national and local publications, TV programs, and financial Web sites. He has been named as one of the best financial planners in America by several publications, including Money, Worth, and Medical Economics. Investment Advisor magazine identified him as "One of the 25 Most Influential People in the Financial Planning Profession," and Financial Planning magazine recently named him to the "Movers and Shakers" hall of fame. Diliberto is donating the royalties from sales of this book to the Foundation for Financial Planning.