(703) 356-4360 firstname.lastname@example.org
Bruce has been active in the profession for more than 30 years and has built VLP from a one-man operation into the team-based business it is today. Developing relationships with interesting, enjoyable people motivates his work, and he believes his job as an advisor is to educate and inform his clients so that they have all the information they need to make smart decisions about their finances.
Bruce has a passion for retirement income planning, and he also advises small businesses helping them develop and monitor their business retirement and succession plans. Bruce also works with several local foundations helping them manage their assets and strategically plan for their continuing legacy. Bruce graduated from the Indiana University of Pennsylvania.
Bruce has spent decades giving back to the financial planning industry. Bruce’s example has encouraged all VLP advisors to get involved with the Financial Planning Association (FPA) National Capital Area chapter, leading to more than 30 collective years of board members, and three past presidents of the association.
A longtime resident of Northern Virginia, Bruce is married to Patti and a dad to three adult children. He enjoys golfing, travel and hiking, and has a knack for training dogs. How does he live greater? He’s building a lake house at Deep Creek Lake and is looking forward to making new memories there.
Certified Financial Planner (CFP®)Accredited Investment Fiduciary (AIF®)
Advisory Relationship Minimum: $1 Million
(703) 356-4360 x720 | email@example.com
Cindy has worked with VLP clients for more than six years as a client service manager. She makes recommendations, reviews trades, signs off on new accounts and assists with the supervision of VLP’s branches as OSJ.
Cindy began her financial services career working for Alliance Bernstein Mutual Funds at their home office in Secaucus, NJ, and at UBS in Jersey City, NJ. She then moved to the west coast and worked at the home office for Cetera Advisor Networks, VLP’s broker-dealer. She has a BA degree from Rutgers University.
Cindy lives in Reston with her two kids, Sienna, a high school volleyball player, and Luca, the family’s soccer player. They live greater by hiking with their dog, Abby, taking annual beach vacations and learning new outdoor skills.
Series 7, 66, and 24 registrations
(703) 356-4360 x716 | firstname.lastname@example.org
Joy is dedicated to providing the best possible support for our clients. She handles daily client needs including transactions, processing of accounts, paperwork, and client meetings. Her passion is helping clients so that they don’t have to worry about their finances.
Joy has over 11 years of experience in the financial industry. Prior to VLP, Joy was a Client Service Manager for 7 years for another local private wealth advisory firm. Her vast experience in the CSM role has helped to provide a great level of confidence for the clients she serves. Joy attended the University of Visayas, Cebu Philippines.
Joy resides in Herndon with her husband and son, Jude. She loves spending time outside, doing fun activities with her guys. She’s no stranger to a good challenge, Joy is a successful marathoner! Living greater for Joy is keeping healthy, helping people in need, and spending quality time with friends & family!
In addition to your personal advisory team, VLP also has an internal team responsible for monitoring trends and guiding overall investment strategies. This group of experienced investment professionals meets quarterly—or more frequently, as markets dictate—to review asset performance, consider market conditions, and set forward-looking investment policy.