Beth Davies, AIF®, CPC, ERPA and Christopher Vassallo, CFP® Become RTD Shareholders

PHILADELPHIA--()--RTD Financial is pleased to announce that Beth Davies and Chris Vassallo have become shareholders of the firm. We are very proud of their accomplishment, and RTD’s CEO, Rich Busillo, says “becoming a shareholder is a tribute to the firm’s growth and their contributions to that effort.”

Beth Davies is Vice President of Retirement Plan Services, working directly with business owners and executive staff to develop and monitor highly effective retirement programs for their organizations. Beth offers resourceful solutions to each client’s unique needs. She has earned the trust and confidence of clients and their other advisors with her depth of knowledge and perspective.

A pension practitioner since 1981, Beth was a shareholder at Stephen H. Rosen & Associates, Inc. When the firm was rebranded under United Retirement Plan Consultants, Inc. she served as Vice President of Retirement Plan Consulting. She was also Vice President of the former Pension Consulting Services, Inc. Beth has enjoyed mutual client relationships with RTD Financial Advisors, Inc. since its inception and was delighted to join the firm in October 2013.

Beth attained the Accredited Investment Fiduciary® credential in 2017. Attainment of the AIF credential demonstrates understanding of the Prudent Practices and methodology. She has also earned the Certified Pension Consultant designation from the American Society of Pension Professionals and Actuaries and the Enrolled Retirement Plan Agent designation from the Internal Revenue Service. Beth was a faculty member of the former Institute of Employee Benefits in Philadelphia and has mentored many pension professionals in the vicinity. She currently serves on the Board of the Girl Scouts of Central and Southern New Jersey and is Chair of their Board Development Committee.

Chris Vassallo is Director of Business Development and a Senior Financial Planner of RTD Financial. Chris joined the firm in 2009 and has worked previously as a Financial Planner, Associate Financial Planner, Investment Analyst, and Intern. 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. 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.

About RTD Financial

A wholly independent financial planning and investment advisory firm, we are straightforward with our advice, transparent in our fees and responsive in our service. Our mission is to help our clients achieve financial freedom so they may enjoy balanced and fulfilling lives. RTD Financial has three service offerings, including Financial Life Planning, Retirement Plan Services, and Institutional Investment Management Services. Through our Financial Life Planning process, we utilizing an intensive discovery process to uncover our clients’ life goals and aspirations. Together, we create a Financial Plan focused on achieving those goals and removing financial stress from their life, allowing our clients to focus on what they do best. We also provide customized retirement plans for employers and employees, using fiduciary best practices to develop plans and programs employees will participate in and benefit from. Our Institutional Investment Management Services help board members of non-profit and for profit organizations define and document the goals and purpose of the organization’s resources, to answer not just the how, but the why behind the way these resources are invested.

Established in 1983, we have weathered our share of economic storms and financial fads. We have years of experience in balancing traditional values and proven practices with timely insight and flexible approaches to help minimize undue risk and maximize opportunity in any climate. We take a team approach to provide consistent, quality advice and service. One of the original independent advisory firms and a pioneer in Financial Life Planning® services, we remain thought leaders in the financial planning profession.

RTD is headquartered in Philadelphia, PA and maintains offices in Atlanta, GA; Bala Cynwyd, PA; Bonita Springs, FL; Cherry Hill, NJ; Johnstown, PA and West Chester, PA.

For additional information, please visit RTD’s website at www.rtdfinancial.com

Contacts

RTD Financial
Rachel Moran, 215-557-3800
Financial Planner
Rachel@RTDFinancial.com

Release Summary

RTD Financial is pleased to announce that Beth Davies and Chris Vassallo have become shareholders of the firm.

Contacts

RTD Financial
Rachel Moran, 215-557-3800
Financial Planner
Rachel@RTDFinancial.com