Christopher Truscello is a Partner and Financial Advisor with 27 years of experience in the financial services industry. A graduate of Villanova University with a degree in Finance, Chris has built a long-standing practice centered on trust, thoughtful planning, and lifelong client relationships.
Chris holds the Retirement Income Certified Professional® (RICP®) and Chartered Leadership Fellow® (CLF®) designations and maintains Series 7, 24, 63, and 65 securities registrations. His primary area of specialization is retirement income planning, helping clients transition confidently into retirement while aligning income strategies with long-term goals and family priorities.
Chris is deeply motivated by seeing the joy and relief clients experience when they reach meaningful financial milestones. He particularly enjoys helping families navigate complex dynamics—such as treating children equitably when legacy planning is a priority—while preserving harmony and clarity across generations.
Success, to Chris, is often expressed in a simple “thank you” from a client who has achieved an important financial goal. Clients can expect a planning process that is focused on their priorities and evolves into a long-term relationship that spans years and generations. He strives to create a meeting experience where clients feel confident and informed, with a clear plan, actionable next steps, and a comprehensive understanding of their financial situation.
Chris resides in Phoenixville, Pennsylvania, with his wife, Jessica, and their children Adriana, Vanessa, and Peter. Outside of work, he enjoys skiing, golfing, traveling, and exploring wine. He is actively involved with charitable organizations including the National MS Society, Andy Talley Bone Marrow Foundation, and Adoptions From the Heart.