Christopher Vassallo is Vice President of Client Development and a Senior Financial Planner at RTD Financial. Chris ensures clients are partnered with the right advisor and that all advisors maintain the proper capacity to serve clients at their fullest potential. Chris specializes in working with physicians, business owners, young families, multi-generational wealth, and those nearing or in retirement. He helps clients prioritize their goals and values, organize their financial life, and create an actionable plan for their vision of the future. Through a collaborative approach, Chris helps clients consider both financial and non-financial implications when navigating challenges, opportunities, and critical life transitions. Chris’ goal is for clients to be confident and clear about their present and future.
Chris has always strived to understand “the how and why” behind just about everything. This is an approach he shares with his clients. Passionate about education, Chris believes when clients understand “the how and why” behind various recommendations, they’re empowered to make the best decisions. Chris is proud to have brought this same philosophy to the classroom for the seven years that he served as an adjunct professor at his alma mater, Temple University.
Chris has been with RTD for about 15 years and has served in various capacities. He has gained experience enhancing the firm’s operations, building and rebalancing portfolios, cultivating valuable partnerships, and helping a variety of clients. Chris is an equity shareholder and actively involved in RTD’s leadership. Chris also speaks at professional conferences and events, and authors educational content on various financial planning topics.
Chris lives in Philadelphia with his wife and their son and dog. Chris enjoys family time, exploring the city, time outdoors, boating, reading, and cooking. To learn more about Chris, click here.
Getting to know Chris
What do you enjoy most about working at RTD?
The people! Great people make great things possible. We’ve cultivated a culture that supports a talented and diverse team with one common thread – our core values. We all share the same drive and passion to always do what is best for our clients. And it doesn’t end with our team – we’re just as fortunate to have surrounded ourselves with amazing clients and partners.
What makes you good at what you do?
Curiosity. Anyone who knows me knows I like asking questions! I enjoy learning about my clients and their story – their life, family, goals, values, and concerns. Asking thoughtful questions and learning about my clients gives me the understanding I need to be most effective and helpful.
What’s the best piece of advice you’ve received?
Be present, be mindful, and ask questions.
Professional Awards, Designations & Memberships
How do 529 plans work?
As the cost of education continues to rise, many families are looking for ways to save money for their children’s college education. One popular option is a 529 plan. What is a 529 plan? A 529 plan is a tax-advantaged investment account that is designed to help families save for their children’s education. The name […]
A Business Owner’s Checklist
Being a business owner comes with a long list of responsibilities and things to think about that extend far beyond the day-to-day operations of the business. Tax implications, insurance coverage, estate planning, are just a few of the issues that all business owners should be aware of and thinking about to maintain a healthy and […]
Are Pet Insurance Policies A Good Investment?
We insure our cars, our homes, our lives, our collectibles, our livelihoods and our health. If we own high-end competition animals like race or show horses, we can also insure those animals – but should we insure pets as well? Pet insurance is now available from traditional insurance companies like Nationwide and GEICO, via agencies […]
3 Simple, Effective and Free Ways to Monitor Your Credit
Today more than ever, it is important to monitor your financial activity and credit reports. Fraudsters are continually finding new ways to steal data and make fraudulent purchases. Thankfully, there’s a few simple – and best of all, free – ways to help keep yourself secure. Leverage Technology Most banks, credit cards and lenders allow […]
An Education on 529 Plans – Parent Versus Grandparent-Ownership
Saving for college is no small feat. With the continually rising cost of tuition year after year it’s more important than ever to start saving early and often for a child’s college education. Thankfully, many extended family members sometimes contribute toward a child’s education. Grandparents are sometimes major contributors to a child’s college education as […]
Estate and Inheritance Tax: Know the Difference
The terms estate tax and inheritance tax are often used interchangeably, which can cause confusion. On the surface, it might seem like the two terms refer to the same tax but, in fact, estate and inheritance tax are two very different things. The largest difference between the two is who is paying the tax; a […]
6 Important Questions You Should Ask When Hiring a Financial Planner
If you’re considering hiring a financial planner, make sure to raise these six critical questions: 1) What credentials or certifications do you have? The financial industry is notorious for acronyms and abbreviations that can often be quite confusing, leaving you drowning in a big bowl of alphabet soup. The countless degrees and designations some financial professionals […]
Three Often Overlooked Planning Opportunities for Parents with College Students
If you’re one of the many parents who shipped your child off to college earlier this year, you were probably caught in the whirlwind of orientation, move-in day, tuition, roommates, food money, and much more. In the midst of all the adventurous chaos, you may have overlooked some important considerations along the way. But don’t […]