Richard J. Volpe

Richard Volpe

Partner, Director of Charitable & Estate Planning

Richard J. Volpe is Wescott’s Partner and Director of Charitable & Estate Planning.  As Partner and member of Wescott’s management group, he plays a critical role in strategizing and implementing the firm’s entrepreneurial, financial, business development and operational initiatives for clients, employees and shareholders.  With over 45 years in the financial planning and wealth management profession, he brings to his position as Director of Charitable & Estate Planning a depth and breadth of expertise that is highly influential in his leadership of these teams, along with the ability to effortlessly manage complex client relationships.

In addition to his duties as Partner and Director of Estate Planning and Tax Compliance, Rick is a member of the firm’s Management Committee, Sales & Marketing Committee and Merger & Acquisition Committee.

Prior to joining Wescott, Rick was the President and Founder of Asset Planning Services, Ltd. He began his career in the financial services industry in 1976. In addition to more than 45 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 earned his Bachelor of Science degree in Industrial Engineering from Lehigh University.  A Certified Financial Planner™ (CFP®), he has achieved an impressive number of professional certifications and designations throughout his career.  He is a Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).  Most recently, Rick earned his Accredited Estate Planner (AEP®) Designation from the National Association of Estate Planners & Councils.  Within the profession, he is a member of the Financial Planning Association (FPA) and the Montgomery County Estate Planning Council.

When not pursuing professional endeavors, Rick plays an active role in the non-profit community.  He serves on the Board of Governors of Opportunity International, helping the world’s poorest people transform their lives through microfinance.  After a 15-year tenure, Rick recently stepped back from his duties on the Board of Directors of Wilderness Volunteers, where they promote volunteer service to America’s wildlands in conjunction with the National Park Service, the Forest Service, and the Bureau of Land Management.

Rick resides in Harleysville, Pennsylvania, with his wife, Marge.  He is the proud father of four.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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