About Us
Ryan Volpe, CFA
Founder & Principal
Ryan founded Volpe Investments to offer personalized, independent advice that isn’t tied to outside influence. After two decades in financial services, he saw that clients too often weren’t getting the time, attention, or objective guidance they were paying a trusted adviser for — so he built an independent practice around putting each client’s interests first.
His motto is simple: independent advice for financial independence. In practice, that means understanding where you are today compared to where you want to be, and tailoring a plan to help you work toward it and stay on track — with no products to push, no hard sales pitch, and no commissions steering the advice.
Earlier in his career, Ryan worked as an investment analyst at S&P Global and managed retirement products at TIAA, Nuveen, and Foresters. He holds the Chartered Financial Analyst (CFA) designation, an MBA in Finance from NYU Stern, and a BBA in Finance from Hofstra University.
Ryan lives in Union County, New Jersey with his wife and three children. Living and raising a family in the community he serves, he understands first-hand the day-to-day financial decisions his clients are weighing.
Education, Certifications and Affiliations:
FINRA Series 7, 66 Licenses, Life, Accident and Health, Variable Contracts Insurance Licenses
Chartered Financial Analyst (CFA)
NYU Stern School of Business, MBA in Finance
Hofsta University, BBA in Finance
Member of the CFA Institute and New York Society of Security Analysts (NYSSA)
We'll build a personalized strategy to not only help work toward your goals, but surpass your expectations with high quality service.
About Volpe Investments
Independent, fee-only financial advice.
Volpe Investments is an independent, fee-only registered investment adviser based in Cranford, New Jersey, serving individuals and families across the state — particularly those approaching and living in retirement.
As a fee-only fiduciary firm, we are compensated solely by our clients. We don’t sell products, we don’t earn commissions, and we aren’t tied to any outside company. That independence is the point: the advice you get is built around your goals, not a sales quota.
Volpe Investments LLC is an investment adviser registered with the State of New Jersey Bureau of Securities. Registration as an investment adviser does not imply any certain level of skill or training. All investing involves risk, including the possible loss of principal.
How We Work
Independent & fee-only. We’re paid only by our clients — never through product sales or commissions — so our advice isn’t steering you toward anyone’s products.
A true fiduciary. As a registered investment adviser, we’re legally obligated to act in your best interest, at all times.
Personal. You work directly with Ryan, from the first conversation on. No call center, no handoff to a junior rep.
Schedule your appointment today!
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