About Us
Ryan Volpe, CFA
President, Financial Consultant
Ryan has over 18 years of experience in the wealth management industry. Ryan began his career as an investment analyst for one of the world’s largest securities ratings agencies, S&P Global, analyzing the credit worthiness of multi-billion dollar securities transactions. He also served as a product manager at TIAA, Nuveen and Foresters Financial, managing some of the largest retirement products available to retail investors.
Since 2019, Ryan has leveraged his analytical, research and investment experience to serve clients first-hand as a Financial Consultant. He is extremely dedicated to helping individuals, families and businesses achieve their financial dreams. He sincerely believes it is a privilege to serve clients with their best interest in mind.
Ryan, his wife and their three children reside in Union County, New Jersey. He enjoys his downtime staying physically active and enjoying the outdoors.
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 meet your goals, but surpass your expectations with high quality service.
Who is LPL Financial?
All Financial Consultants at Volpe Investments are Registered Representatives with and offer securities and Advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.
LPL was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of August 2022, the company has more than 20,000 financial professionals, over $1 Trillion in advisory and brokerage client assets, and serves over 7 million clients accounts. LPL ranks as no. 440 on the Fortune 500 List.
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