Rick Volpe Email & Phone Number
Director of Charitable and Estate Planning @ Wescott Financial Advisory Group, LLC
Rick Volpe's Location
Harleysville, PA, US
Rick Volpe's Work
- Director of Charitable and Estate Planning @ Wescott Financial Advisory Group, LLC
- President @ Asset Planning Services, Ltd.
- Registered Representative and District Manager @ IDS / American Express
Rick Volpe's Education
- Lehigh University
Bachelor of Science (BS) (Industrial Engineering)
1971 - 1975 - College for Financial Planning
Certified Financial Planner
1977 - 1979 - The American College of Financial Services
Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC) (Financial Services)
1981 - 1984
Rick Volpe's Skills
- Investments
- Estate Planning
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Business Development
- Planning
- Services
- Nursing
- BLS
Rick Volpe's Summary
Rick Volpe, based in Harleysville, PA, US, is currently a Director of Charitable and Estate Planning at Wescott Financial Advisory Group, LLC, bringing experience from previous roles at Asset Planning Services, Ltd. and IDS / American Express. Rick Volpe holds a 1971 - 1975 Bachelor of Science (BS) in Industrial Engineering @ Lehigh University. With a robust skill set that includes Investments, Estate Planning, Strategic Financial Planning, Retirement Planning, Wealth Management and more, Rick Volpe contributes valuable insights to the industry. Rick Volpe has 1 email on RocketReach.
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