READING, PA — February 28th, 2023 — Good Life announces a new partnership with Brenan Volpe, Financial Planner and Owner of Citadel Financial Planning in Fuquay-Varina, North Carolina. With nearly a decade of experience in the Financial Industry, he brings with him Carson Matthews, Client Services Administrator, and Kalene Gillespie, Executive Assistant.
“The addition of Brenan Volpe is one that felt natural from the start,” said Christopher Begbie, Director of Business Development at Good Life. “His focus is on serving the client, providing holistic advice, and supporting his community, which instantly aligns with Good Life. We are thrilled to have the Citadel Financial Planning team as part of the family and look forward to continuing to support them in the future.”
“Working with the team at Good Life has been great from the start,” said Volpe. “We are excited to have partners invested in our growth and committed to helping us provide the best experience to our clients.”
Brenan earned his degree in Business Management, with an emphasis in Finance and Banking, from Utah Valley University. In 2018, he earned his CERTIFIED FINANCIAL PLANNER™ designation. He currently holds Series 7 and 66 licenses, life insurance, and annuity licenses. He has 2 children, Tali, age 10, and Kasen, age 6 with his wife Shannon of 12 years. They live in Fuquay Varina and love the community there. Brenan loves outdoor sports such as boating, skiing, rock climbing, and hiking, in addition to reading fantasy/sci-fi books, and traveling with his family. He and his wife also help manage rental properties/short-term rentals that they own with extended family.
To reach Brenan, please email Brenan.Volpe@CitadelFP.com or visit www.CitadelFP.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Citadel Financial Planning and Good Life Advisors, LLC are separate entities from LPL Financial.
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