Rick Volpe Email & Phone Number
Director of Charitable and Estate Planning @ Wescott Financial Advisory Group, LLC
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Rick Volpe Location
- Harleysville, PA, US
Rick Volpe Work
- Director of Charitable and Estate Planning @ (January 2022 - Present)
- President @ Asset Planning Services, Ltd. (September 1986 - January 2022)
- Registered Representative and District Manager @ IDS / American Express (March 1976 - October 1986)
Rick Volpe Education
- The American College of Financial Services
Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC) (Financial Services)
1981-1984 - College for Financial Planning
Certified Financial Planner
1977-1979 - Lehigh University
Bachelor of Science (BS) (Industrial Engineering)
1971-1975
Rick Volpe Skills
- Charitable Gift Planning
- Investments
- Estate Planning
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Business Development
- Planning
- Services
- Nursing
- BLS
- Strategic Planning
- Strategy
Rick Volpe Summary
- Rick Volpe, based in Harleysville, PA, US, is currently a Director of Charitable and Estate Planning at Wescott Financial Advisory Group, LLC. Rick Volpe brings experience from previous roles at Asset Planning Services, Ltd. and IDS / American Express. Rick Volpe holds a 1981 - 1984 Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC) in Financial Services @ The American College of Financial Services. With a robust skill set that includes Charitable Gift Planning, Investments, Estate Planning, Strategic Financial Planning, Retirement Planning and more. Rick Volpe has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Wescott Financial Advisory Group, LLC Employees
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Philadelphia, PA, US
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Philadelphia, PA, US
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Havertown, PA, US
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Philadelphia, PA, US
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Wendy Ellis
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