Richard J. Volpe, CFP®, CLU®, ChFC®, AEP®
Senior Financial Planner, Founder and PresidentMember of Board of Directors
Years employed with APS: 33
Year received CFP® certification: 1979
Richard J. Volpe is a Senior Financial Planner, as well as the President and Founder, of Asset Planning Services, Ltd. He began his career in the financial services industry in 1976. In addition to 30 years of personal financial planning experience, he has developed and presented financial planning and retirement planning programs to employees of Merck, AT&T, General Motors, and Johnson & Johnson, as well as other Fortune 500 companies.
Rick graduated from Lehigh University with a Bachelor of Science degree in Industrial Engineering. He received the CERTIFIED FINANCIAL PLANNER® designation in 1979 from the Certified Financial Planner Board of Standards, and the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) certifications from the American College in 1984. He is a current member of the FPA (Financial Planning Association) and the Montgomery County Estate Planning Council. He adheres to the Code of Ethics and Professional Standards of Practice set by the CFP® Board of Standards. In 2020, Rick earned his Accredited Estate Planner (AEP®) Designation from the National Association of Estate Planners & Councils.
Rick has been married to Marge since 1975, and they have four children. Rick and Marge serve on the Board of Governors of Opportunity International, helping the world’s poorest people transform their lives through microfinance. Rick also serves on the Board of Directors of Wilderness Volunteers, promoting volunteer service to America’s wildlands in conjunction with the National Park Service, the Forest Service, and the Bureau of Land Management. He has also served on more than 15 missions work teams in the Yucatan Peninsula of Mexico, as well as numerous church Boards and committees. He and Marge are active outdoor enthusiasts enjoying hiking, backpacking and horse-packing trips, particularly in the western states.