Christopher Vassallo, CFP®

Director of Business Development / Senior Financial Planner

Chris is Director of Business Development and a Senior Financial Planner of RTD Financial. Chris joined the firm in 2009 and became a shareholder in 2017. Chris is Chair of the firm’s Business Development Committee and former Chair of the Financial Life Planning Committee. Chris studied through the College for Financial Planning, passing the CFP Board exam, earning the CERTIFIED FINANCIAL PLANNERTM designation. Chris graduated from Temple University, summa cum laude, where he earned a Bachelor of Business Administration with a concentration in both Finance and Real Estate. 

Chris is also an adjunct instructor at Temple University. Within Temple’s Fox School of Business, Chris teaches the CFP-Board registered program capstone course where graduating financial planning students are prepared for the CFP Board exam and developing the necessary skills for helping clients. Within Temple’s General Education program, he teaches students the importance of personal finance and investing. He frequently guest lectures other courses and speaks at numerous financial planning-related events.

Chris is an active member of the National Association of Personal Financial Advisors (NAPFA), Philadelphia Financial Planning Association (FPA), American Society of Pension Professionals & Actuaries (ASPPA), and the South Jersey Estate and Financial Planning Council. Additionally, he volunteers as an active Rotarian in the Moorestown, NJ club and formerly served on their board as Treasurer. Formerly, Chris was President and Treasurer of the Philadelphia Area Alumni Chapter of Beta Gamma Sigma, the international honor society serving business programs accredited by The Association to Advance Collegiate Schools of Business (AACSB). As a firm believer in holistic planning, Chris is passionate about empowering clients to reach their goals with confidence by coordinating all the important areas of their financial lives.

Chris resides in Marlton, New Jersey with his wife, Dina. They both enjoy boating, swimming, good food, and most importantly, spending time with their family and their dog, Sebago.