Frank Voli brings more than 30 years of financial services experience to Pathfinder Wealth Consulting. Throughout his career, he has been dedicated to helping individuals and families make informed financial decisions through personalized planning & investment management, with a deep appreciation of simple and elegant solutions.
Frank works closely with clients to develop customized investment and financial planning strategies aligned with their unique circumstances and priorities. He believes that successful financial planning begins with understanding what matters most to each client and creating a plan designed to support those objectives over time.
Prior to entering the financial services industry, Frank spent 10 years in manufacturing management with General Electric’s Aviation division. His engineering and finance background provides a disciplined, analytical approach to helping clients navigate complex financial decisions.
As part of the 2026 merger of V & V Financial with Pathfinder Wealth Consulting, Frank looks forward to maintaining his course while providing access to the expanded resources, planning capabilities, and support team available through Pathfinder.
Frank earned a Bachelor of Science in Mechanical Engineering from Rutgers University and an MBA in Finance from Xavier University.
Outside of the office, Frank enjoys spending time with family, boating, working on his growing collection of old cars, and enjoying his wife’s famous lasagna.
Professional Certifications, Licenses & Designations
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Retirement Planning Counselor® (CRPC®)
- Accredited Asset Management Specialist® (AAMS®)
- Licensed in Life, Health, and Long-Term Care Insurance*
Education
- MBA in Finance, Xavier University
- Bachelor of Science in Mechanical Engineering, Rutgers University
