Ryan Volpe, CFA

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Introduction: I am extremely passionate and dedicated to helping individuals, families and businesses achieve their financial dreams. It is a privilege to serve clients with their best interest in mind. I use an established process to determine what is most important to you, tailoring a strategy specific to your goals and partnering with you throughout your lifetime to help keep you on track.

Overview

Current Top Pro

Hired 4 times

Background checked

License verified

1 employee

17 years in business

Payment methods

This pro accepts payments via Cash, Check, Credit card, Google Pay, PayPal, Venmo, and Zelle.

Featured Projects

2 photos

Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

5.0

4 reviews

5

100%

4

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2

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1

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Jason B.

Oct 18, 2023

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Hired on Thumbtack

Ryan was really helpful and super quick to respond. I originally connected with him with the goal of sharpening my understanding of corporate financial literacy. We had a great conversation around his experience and knowledge of the subjects and he explained how that knowledge helps him navigate his day-to-day responsibilities at work. While I was really happy with Ryan, my schedule became increasingly challenging and I also found help within my office at work, which made it easier for me logistically. In short, I would highly recommend working with Ryan.

Personal Financial Planning

Pete N.

May 9, 2022

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Hired on Thumbtack

Ryan made himself available on the weekend when most others do not. Although he is a CFA, he speaks in terms easy to understand. He used our risk tolerance to better define our investment options. A well thought out system and a good value. I highly recommend Ryan.

Personal Financial Planning

Kristi S.

Aug 12, 2022

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Hired on Thumbtack

Ryan took the time to go line by line with me on my income versus expenses. Super helpful and friendly!

Personal Financial Planning

Amy F.

Feb 7, 2022

Ryan is a pleasure to work with. I really appreciate all of his help and guidance.

Credentials

License

License Type: Broker (Securities) (NJ)

License verified on 2/8/2022

Background Check

Ryan Volpe

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I am as flexible as possible and willing to work with clients' needs. First appointments are a discovery process and complementary.
What is your typical process for working with a new customer?
I focus on what's most important to you. We'll build a personalized strategy to help meet your objectives. I also take a long-term view when partnering with my clients to help keep them on track.
What education and/or training do you have that relates to your work?
Chartered Financial Analyst (CFA) NYU Stern School of Business - MBA in Finance Hofsta University - BBA in Finance