Frank Voli

Frank is the senior partner of V&V Financial, with an accumulated 35 years of financial industry experience. One of Frank’s core specializations is personal portfolio management. He is qualified as a discretionary portfolio manager and implements customized investment solutions on behalf of clients. 

In 2010 he earned the CERTIFIED FINANCIAL PLANNER® certification. CFP^® practitioners are dedicated to the highest level of professionalism and ethical standards, and, through the intensive requirements, gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments, and retirement planning.

He also holds the designation of Chartered Retirement Planning Counselor^® and Accredited Asset Management Specialist® from the College for Financial Planning, signifying adherence to continuing education and rigorous ethical standards. In addition to the FINRA Series 7, 9, 10, 63, and 65 securities registrations, he is also licensed in life, health, and long-term care insurance.

Prior to entering the financial services industry, he worked for 10 years in manufacturing management for GE in the aviation department. He earned a BS in mechanical engineering from Rutgers University and an MBA in finance from Xavier University. Apart from work, Frank enjoys boating, working on his 68 Mustang, his wife’s lasagna, and spending quality time with family.