Christopher Vassallo
- Role
- Senior Wealth Advisor at Rtd Financial
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Christopher Vassallo
I am passionate about the impact my team and I at RTD make to help our clients understand…
Experience
Senior Wealth Advisor
Jan 2023 — Present
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.
Education
College for Financial Planning
CFP®
2010 — 2012
Temple University
Bachelor of Business Administration - BBA, Summa Cum Laude, Fox School of Business: Finance, Real Estate
2006 — 2010
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