Contact Rick Volpe

Rick Volpe's Email & Phone Number

Partner, Wescott Financial Advisory Group

Rick Volpe Email Addresses

ri****[email protected] Personal Email
r*****@assetplanningservices.com Work Email

Rick Volpe Phone Numbers

(215) ***-*208 Phone number

Rick Volpe's Work Experience

Wescott Financial Advisory Group, LLC

Director of Charitable and Estate Planning and Tax Compliance

January 2022 to Present

Asset Planning Services, Ltd.

President

September 1986 to January 2022

IDS / American Express

Registered Representative / District Manager

March 1976 to October 1986

Rick Volpe's Education

The American College of Financial Services

Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC), Financial Services

May 1981 to May 1984

Lehigh University

Bachelor of Science (BS), Industrial Engineering

May 1971 to May 1975

College for Financial Planning

Certified Financial Planner

May 1977 to May 1979

Frequently Asked Questions about Rick Volpe

What is Rick Volpe email address?

Email Rick Volpe at [email protected]. This email is the most updated Rick Volpe's email found in 2024.


How to contact Rick Volpe?

To contact Rick Volpe send an email to [email protected].


What company does Rick Volpe work for?

Rick Volpe works for Wescott Financial Advisory Group, LLC


What is Rick Volpe's role at Wescott Financial Advisory Group, LLC?

Rick Volpe is Director of Charitable and Estate Planning and Tax Compliance


What is Rick Volpe's Phone Number?

Rick Volpe's phone (215) ***-*208


What industry does Rick Volpe work in?

Rick Volpe works in the Financial Services industry.


Rick Volpe's Professional Skills Radar Chart

Based on our findings, Rick Volpe is ...

Helpful
Strategic
Outgoing

What's on Rick Volpe's mind?

Based on our findings, Rick Volpe is ...

50% Left Brained
50% Right Brained

Rick Volpe's Estimated Salary Range

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In a nutshell

Rick Volpe's Ranking

Ranked #287 out of 5,743 for Director of Charitable and Estate Planning and Tax Compliance in Pennsylvania

Rick Volpe's Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

2 year(s), 0 month(s)

Rick Volpe's Willingness to Change Jobs

Unlikely

Likely

Open to opportunity?

There's 71% chance that Rick Volpe is seeking for new opportunities

Rick Volpe's Social Media Links

/in/rick-volpe-3756219 /company/asset-planning-services-ltd- /school/lehigh-university/
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