Christopher Vassallo is Director of Strategic Partnerships and a Senior Financial Planner at RTD Financial. Chris ensures clients are partnered with the right advisor and that all advisors maintain proper capacity to serve clients at their fullest potential. Chris specializes in working with 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.
Even as a child, Chris always wanted and needed to understand “the how and why” behind just about everything. As a planner and advisor, this is an insight he brings to 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 as an adjunct professor at his alma mater, Temple University.
Chris’ career at RTD started over ten years ago as an intern. Since then, 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, serving as Chair of the Strategic Partnership Committee and a member of the Strategic Project, Governance and Personal Wealth Management committees. Chris also speaks at professional conferences and events, and authors educational content on various financial planning topics.
Chris lives in Marlton, NJ with his wife, Dina, their son, Salvatore, and their dog, Sebago. Outside of RTD, Chris enjoys family time in Ocean City, NJ, boating, reading, and cooking. Chris learns something new almost every day with Salvatore during their early-morning routine watching Sesame Street!
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 and mindful.
What’s the most exciting vacation you’ve taken?
Camping trips to Sebago Lake, Maine. I’ve gone countless times but it’s just as exciting to see, swim in and boat on the lake now as it was when I was growing up. One of my fondest vacation memories is of a particular dinner gone wrong. My grandfather, of course, couldn’t go one whole week without eating what he called “macaroni’s and gravy” so he made sure to bring a big pot to cook it up on a two-burner camping stove in the middle of the woods only to accidentally dump it all over the dirt when straining the water went awry! I don’t remember what we did for dinner that night, but we sure got a good laugh.
Professional Awards, Designations & Memberships
An Education on 529 Plans – Parent Versus Grandparent-Ownership
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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 […]