Ryan Volpe, CFA
About
The quality and care I provide my clients are my WHY. I treat my clients like they are an extensions of my family. I strive to serve my clients with deep care through personalized relationships and strategies that are specific to their needs. I have the experience, resources and tools needed to serve clients from all backgrounds.
I am truly passioniate about serving others. It is my greatest satisfaction and privelage to help them with their financial well-being. It is a responisbility I take very seriously.
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Frequently asked questions
What is your typical process for working with a new customer?
Setting your path is about building the future you dream about. Together, we'll use a 5-step process to assess your tolerance for risk and create quantifiable, actionable financial goals based on what’s important to you. We'll partner with you throughout your journey, always sharing strategies to help bring you closer to the future you see for yourself.
What education and/or training do you have that relates to your work?
I have 17 years of experience in the Financial Services industry. The following are my credentials:
Hofstra University (BBA) - Finance & Mathematics
New York University (MBA) - Finance
Chartered Financial Analyst (CFA)
Series 7 ,63 licensed
Life and Heath Insurance Licensed