Christopher Vassallo, Cfp® Email & Phone Number

Philadelphia, Pa, Us

Nurture and enrich clients by partnering them with the best advisor, encouraging feedback about their experience with the firm, and ensuring expectations are being exceeded.Maintain optimal capacity among advisors so they’re proactive and responsive, serving clients to their fullest potential. Accountable for client satisfaction, retention, and growth. Cultivate new relationships with individuals, families, businesses, and nonprofits, expanding our reach and helping more people. Mentor and support advisors to have effective conversations, listen with the intent to understand, and ask impactful questions to help our existing and prospective clients gain clarity and make positive change.

Philadelphia, Pa, Us

As a trusted advisor to my clients, my purpose is to be an advocate, build trust, offer support, provide advice, and deliver recommendations in clients’ best interests. Evaluate each client's situation and unique needs. Collaboratively develop solutions, weighing the pros and cons of each option.Add structure to each client's situation, organizing information, developing policies, and setting expectations. Coordinate the implementation of our recommendations, overseeing follow up, and ensuring we stay on track. Provide continual help by evaluating progress and making adjustments, as needed.

Philadelphia, Pa, Us

As a co-owner of the firm, I serve on the leadership team, helping craft and implement the firm's 10-year vision, 3-year plan, and 1-year goals.

Philadelphia, Pa, Us

Developed relationships with third party professionals to serve as client resources, such as accountants, attorneys, insurance advisors, etc.Ensured partners continually met our required best practices for an optimal client experience in areas like responsiveness, being easy to work with, good listening skills, possessing appropriate designations, having a holistic approach, etc.Ensured that all RTD advisors had access to our approved third party professionals to best assist clients.

Philadelphia, Pa, Us

Served as senior lead advisor for client relationships, providing advice and delivering recommendations.Built, audited, and presented client financial plans.Led client planning team, mentoring and training associate advisors.

Philadelphia, Pa, Us

Served as lead advisor for client relationships, providing advice and delivering recommendations.Built, audited, and presented client financial plans.Led client planning team, mentoring and training associate advisors.

Philadelphia, Pa, Us

Served as support advisor, having built, audited, and presented financial plans to clients. Helped provide support to clients, answer questions, and provide service.Conducted trading and rebalancing of all client portfolios.Served on firm's Investment Policy Committee, conducting research and implementing.Improved and enhanced firm operational efficiencies.

Philadelphia, Pa, Us

Philadelphia, Pennsylvania, Us

First professor to teach the capstone course for the Fox School of Business financial planning major, which prepares graduating students for the CFP® Board exam.Also teach students who are interested in learning the importance of personal finance and investing to help them further develop essential life skills as part of a quantitative literacy general education elective.

Moorestown, Nj, Us

Cfp®

Bachelor Of Business Administration - Bba, Summa Cum Laude, Fox School Of Business: Finance, Real Estate