Five Star award winner Christopher M. Sacco, ChFC®

PROFESSIONAL PROFILE

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Christopher M. Sacco, ChFC^®

Financial Advisor

Retirement Planning Specialists, Inc.

1000 Easton Rd

Willow Grove, PA 19090

Office: 215-657-8600

Cell: 215-850-8054

csacco@retire-yes.com
www.retire-yes.com

Professional Approach

After receiving his B.S. in accounting from Penn State in 1996, Chris began his career as Controller for a subsidiary of an investment firm based in Wayne, PA. With his background in finance and accounting, Chris found his niche when he became an investment advisor for a large brokerage house in 2003.

Joining Retirement Planning Specialists in 2007, Chris works closely with his clients to develop comprehensive retirement strategies. He believes in a holistic approach to financial planning and partners with other respected professionals in the areas of tax, estate, and business planning.

As a member of our investment committee, Chris regularly evaluates risk and interprets data as it correlates to our portfolios. In researching and analyzing fund performance, he performs due diligence on the firm’s various asset classes. Chris holds his Series 6, 7, 63 and 65 securities licenses; his Life, Health and Variable Annuity license, and earned his Chartered Financial Consultant Designation (ChFC®) in 2011.

Chris lives in Huntingdon Valley with his wife Lara, daughter Teresa and son Christopher. He loves spending time with his family and is an avid Eagles and Phillies fan. In his spare time, Chris enjoys going to the beach with his family, exercising and wine tasting.

See Accomplishments

This award was issued on 11/1/19 by Five Star Professional (FSP) for the time period 02/11/2019 through 09/20/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3910 Philadelphia-area wealth managers were considered for the award; 437 (11% of candidates) were named 2019 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.

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Investment advisory services offered through Retirement Planning Specialists, Inc., an SEC-registered investment advisor. Securities offered through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. APW Capital, Inc., & Retirement Specialists Inc. are not affiliated.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.