Christopher Vassallo, CFP®

Christopher Vassallo is Vice President of Client Development and a Senior Wealth Advisor 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

Estate and Financial Planning Council of Southern New Jersey
National Association of Personal Financial Advisors
Financial Planning Association
Temple University Teaching Award for Excellence in the Classroom