GCU WEALTH ADVISORS
A financial plan to meet your specific needs
FINANCIAL CLARITY & DIRECTION FROM A TEAM YOU CAN TRUST.
Our mission at GCU Wealth Advisors is to help you and your family gain financial wellness and achieve your goals through many major life transitions. Life is full of milestones and your financial situation changes throughout the various seasons of your life. Our team is available to simplify complex financial terms, review your investment options, and help you revise or implement a financial plan to meet your specific needs.
Our wealth advisors are part of your community and are committed to helping you develop personalized financial plans that keep your goals on track. GCU Wealth Advisors can help you with:
Meet Stephen Volpe: Your Dedicated GCU Wealth Advisor
A veteran executive with nearly 30 years of experience, Stephen Volpe is well versed and accomplished in all aspects of the financial services industry.
Stephen has a proven track record for providing sound financial guidance to his members. Prior to joining GCU Wealth Advisors, Stephen served as a Senior Investment Advisory and Senior Vice President at Santander. Stephen’s primary responsibilities included managing financial portfolios, analyzing existing financial and retirement planning and providing recommendations including stocks, bonds, mutual funds, life insurance, annuities, long term care and more.
Stephen has also trained and developed numerous associate financial consultants throughout his many years in this industry. He is a graduate of University of Rhode Island and resides in Cranston, RI.
Stephen maintains Series 6, 7, 63, 65, and 24 registrations.
Make An Appointment for A Complimentary Financial Review Today!
Call Stephen at (401) 562-2743 or email [email protected].
Check the background of your financial professional on FINRA’s BrokerCheck.
Stephen is a registered representative with Infinex Financial Group, a prominent independent, full-service broker-dealer.
GCU Wealth Advisors
Managing Director of New Business
Greenwood Credit Union
2669 Post Road
Warwick, RI 02886
Email: [email protected]
*Neither Infinex Investments or any of its representatives may give legal or tax advice.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. GCU Wealth Advisors is a trade name of Greenwood Credit Union. Infinex and Greenwood Credit Union are not affiliated. Products and services made available through Infinex are:
Located at: Greenwood Credit Union
2669 Post Road, Warwick, RI 02886
Email: [email protected]