Edward Jones - Ryan Volpe, CFA
It’s free with no obligation to hire
This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:
Maintain 6 feet of distance from customers
Wear masks during the job
Disinfect surfaces touched during the job
Photos and Videos
8 photos and 1 video
I've been working with Ryan throughout the pandemic and he has been nothing but incredible to work with. He met me and my husband virtually to discuss our retirement and insurance planning needs and is always accessible when we have questions. He is professional and knowledable, and takes the time to explain every detail.Jun 20, 2020
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License Type: Investment Adviser Representative (NJ)
License Type: Investment Adviser Representative (NY)
- What should the customer know about your pricing (e.g., discounts, fees)?Flexible, discounted pricing structure specific to clients' needs.
- What is your typical process for working with a new customer?I want to understand what is important to you. We'll use an established process to build personalized strategies to help you achieve your goals. We will partner together throughout your life to help keep you on track.
- What education and/or training do you have that relates to your work?CFA, MBA from NYU Stern, BBA from Hofstra University