Please complete the CAPTCHA to continue
@rtdfinancial.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Christopher Vassallo, Cfp® is listed as Shareholder & Vice President of Client Development at RTD Financial, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at rtdfinancial.com and a matched LinkedIn profile for Christopher Vassallo, Cfp®.
Christopher Vassallo, Cfp® previously worked as Vice President of Client Development at Rtd Financial and Senior Wealth Advisor at Rtd Financial. Christopher Vassallo, Cfp® holds Cfp® from College For Financial Planning.
This section adds company-level context without repeating Christopher Vassallo, Cfp®'s masked contact details.
AeroLeads found 2 current-domain work email signals for Christopher Vassallo, Cfp®. Compare company email patterns before reaching out.
I am passionate about the impact my team and I at RTD make to help our clients understand their finances and gain clarity about their future. We want to partner with more individuals, families, and organizations who will benefit from the RTD experience. Our goal is to expand our reach and help more people.At RTD, we believe in challenging the status quo and approaching financial advice differently. We do this by being purposeful and holistic in all we do - actively listening, asking impactful questions, being objective, and aligning our advice with clients' goals. We deliver financial advice, planning, and wealth management strategies that inspire our clients to thrive. As a nationally recognized wealth management and advisory firm, we are a knowledgeable and diverse team that knows how to listen and relate. We are fiduciaries who are proud to be morally committed and legally bound to always putting clients' interests first.
Listed skills include Financial Planning, Financial Goals, Investment Advice, Estate Planning, and 4 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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..
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.
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.
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, 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.
Quick answers generated from the profile data available on this page.
Christopher Vassallo, Cfp® works for RTD Financial.
Christopher Vassallo, Cfp® is listed as Shareholder & Vice President of Client Development at RTD Financial.
AeroLeads has found 2 work email signals at @rtdfinancial.com for Christopher Vassallo, Cfp® at RTD Financial.
Christopher Vassallo, Cfp® is based in Philadelphia, Pennsylvania, United States while working with RTD Financial.
Christopher Vassallo, Cfp® has worked for Rtd Financial, Temple University, and Innovative Benefit Planning, Llc.
You can use AeroLeads to view verified contact signals for Christopher Vassallo, Cfp® at RTD Financial, including work email, phone, and LinkedIn data when available.
Christopher Vassallo, Cfp® holds Cfp® from College For Financial Planning.
Christopher Vassallo, Cfp® is listed with skills including Financial Planning, Financial Goals, Investment Advice, Estate Planning, Wealth Management, Risk Management, 401K, and Asset Allocation.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts