Profilo
Mr. Richard J.
Volpe is a Senior Financial Advisor, Founder & President at Asset Planning Services Ltd.
Mr. Volpe began his career in the financial services industry in 1976.
In addition to 30 years of personal financial planning experience, he has developed and presented financial planning and retirement planning programs to employees of Merck, AT&T, General Motors, and Johnson & Johnson, as well as other Fortune 500 companies.
He graduated from Lehigh University with a Bachelor of Science degree in Industrial Engineering.
He received the Certified Financial Planner designation in 1979 from the Certified Financial Planner Board of Standards, and the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) certifications from the American College in 1984.
Precedenti posizioni note di Rick Volpe
| Società | Posizione | Fine |
|---|---|---|
Asset Planning Services Ltd.
 Asset Planning Services Ltd. Investment ManagersFinance Asset Planning Services Ltd. (APS) is a fee-only, multi-faceted wealth management firm headquartered in Harleysville, Pennsylvania. The firm was founded by Richard J. Volpe in 1987. APS provides investment advice to high net worth individuals, irrevocable trusts, corporations, and charitable organizations. | Fondatore | 31/12/2021 |
Formazione di Rick Volpe
| Lehigh University | Undergraduate Degree |
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| Aziende private | 1 |
|---|---|
Asset Planning Services Ltd.
Asset Planning Services Ltd. Investment ManagersFinance Asset Planning Services Ltd. (APS) is a fee-only, multi-faceted wealth management firm headquartered in Harleysville, Pennsylvania. The firm was founded by Richard J. Volpe in 1987. APS provides investment advice to high net worth individuals, irrevocable trusts, corporations, and charitable organizations. | Finance |
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