?? Congrats to Bruce Vaughn, Rose Price, CFP?, AIF?, Daniel P. Lash, CFP?, AIF?, Christopher Mellone, CFA, CFP?, AIF?, and Sarah Avila, CFP?, CDFA? for being recognized as 2025 Top Financial Advisors by Washingtonian Magazine. 2025 Washington, DC’s Best Financial Advisers issued by?Washingtonian. To arrive at the names of the area’s 375 top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “Top Financial Advisor” tag—we distributed surveys to hundreds of people who work in the local financial industry. We asked them whom they would trust with their own money. We also did our own research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
关于我们
VLP Financial Advisors is an independent, full-service wealth services firm. We work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employer education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. Our staff is experienced, qualified, and committed to the individuals and businesses we serve. We’ll help you live your best life. It’s our passion, and we’ll be with you every step of the way. Disclosure: Registered Representatives offering advisory services and securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity
- 网站
-
https://www.vlpfa.com/
VLP Financial Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Vienna,VA
- 类型
- 合营企业
- 创立
- 1990
- 领域
- Financial Planning、Estate Planning、401(k) Management、Succession Planning、Retirement Planning、Investment和Finance
地点
-
主要
8391 Old Courthouse Road
Suite 203
US,VA,Vienna,22182
VLP Financial Advisors员工
动态
-
What should you do if you're laid off? In this special edition of the Live Greater View, Rose Price, CFP?, AIF? and Christopher Mellone, CFA, CFP?, AIF? discuss how to navigate layoffs at different stages of your career, and implications for your financial plan. Watch the full episode ?? https://lnkd.in/eVZkiV32 #layoff #layoffs #laidoff #careerchange #jobsecurity
-
Bond yields are at a 15-year high, but what does that mean in the current market environment? Christopher Mellone, CFA, CFP?, AIF? and Sean Beznicki, CFA, MBA discuss the continued importance of fixed income. Watch the full video ?? https://lnkd.in/ef7euNqv
-
Did you know only 30% of financial advisors are women? In honor of International Women's Day, join advisors Rose Price, CFP?, AIF?, Sarah Avila, CFP?, CDFA?, and Elizabeth Williams for a conversation about why they enjoy financial advising and how we can help the next generation of women advisors get started in the industry. Watch now ?? https://lnkd.in/eQPcwwFe #internationalwomensday #womenshistorymonth #womeninadvising #womenfinancialadvisors
-
Andrew Fincher, CFP?, AIF? was featured on Yahoo Finance's personal finance show, Wealth. Click the link below to watch the full clip ??
-
VLP's Director of Investments Sean Beznicki, CFA, MBA offered his outlook on newly resurgent European stocks. Read the full article below. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards. Mutual Funds and Exchange-traded funds are sold only by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
-
?? Congratulations to VLP’s Director of Operations Nicholas D. for his recently earned SHRM-SCP designation. This certification is for senior-level HR professionals who create, oversee, and execute HR operations.
-
-
Making the right college decision is one of the most impactful choices your family will face—and one of the most expensive. With Regular Decision deadlines around the corner, we are breaking down the ways you can make an informed choice. Tune into our latest podcast on what to consider when choosing the right college in 2025 ?? https://lnkd.in/ehdF7-Mf #collegedecision #collegechoice #financialadvisor
-
Sean Beznicki, CFA, MBA was recently quoted in InvestmentNews. Read the full article below ??
The rise of alternative investments continues, even as markets rally in 2025. Bob Long (StepStone Private Wealth) and Steve Houston (iCapital Solutions) discuss how private market assets are becoming an institutional staple in advisory portfolios. Meanwhile, Charles "Chuck" Failla, CFP? (Sovereign Financial Group, Inc) and Sean Beznicki, CFA, MBA (VLP Financial Advisors) offer contrasting views on liquidity concerns. https://hubs.la/Q035_D-P0
-
Congratulations to Christopher Mellone, CFA, CFP?, AIF? for his recent recognition as a 2025 Top Advisor from InvestmentNews! Read more ?? https://lnkd.in/egDfcBmW InvestmentNews Top Advisors 2025. Individuals are ranked based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months. All figures submitted are subject to a verification process through the submitter’s compliance department. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Additional fees may apply to purchase marketing material.? ?
-