Christopher Vassallo

CFP®

RTD Financial

Director of Strategic Partnerships and Senior Financial Planner

Christopher Vassallo

CFP®

RTD Financial

Director of Strategic Partnerships and Senior Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Christopher Vassallo, CFP®

(215) 557-3800

Fee-Only financial planner located in Philadelphia, PA, serving clients locally and across the country

Meet Christopher Vassallo

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!

Christopher Vassallo is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Christopher Vassallo is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Christopher Vassallo

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Office Locations:

  • 30 S 17th Street
    Suite 1620
    Philadelphia, PA 19103

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