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. This is why I am an Edward Jones financial advisor. We 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.
Before we can begin working toward achieving your financial goals, you must first define what is most important to yourself and your family. Does that include preparing for retirement, living in retirement, putting your children or grandchildren through college, preparing for the unexpected, protecting the financial future of your heirs or something else? I can help you prioritize your needs and define your goals.
Prior to joining Edward Jones in 2019, I was an investment research analyst for 13 years. A 2006 graduate of Hofstra University, I hold a BBA in finance with a minor in mathematics. I obtained the CFA® professional designation in 2011, a graduate-level curriculum and examination program for investment professionals. I also received an MBA from NYU Stern School of Business with concentrations in financial instruments and markets and quantitative finance in 2017.
Originally from New York, I have lived in New Jersey since 2013. My most gratifying, and sometimes challenging, role is that of a husband and father of three children. To recharge, I enjoy being outdoors, mountain biking and traveling.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Insurance & Annuities
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Health & Nutrition
- Mountain Biking
Phone NumberRyan J Volpe at (908) 928-7357
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