Stephen Volk, CFP, CLU, ChFC

Managing Partner

Stephen J Volk, CLU, ChFC, CFP 

Mr. Volk set up his private practice in 2003. He has been in the financial services business since 1972. Before his affiliation as a Registered Representative and Investment Advisor Representative with Osaic FS, Steve was a Marketing Vice President with the Acacia Group in Washington, DC and was the Managing Director of their Fairfax, VA Center.


Steve has earned the designations of Chartered Life Underwriter, Chartered Financial Consultant and is a Certified Financial Planner. He was also a LIMRA Leadership Institute Fellow. He has completed the FINRA-sponsored Series 7, 24, 53 and 63 examinations.

Phone (757) 920-5756
Mobile Phone (321) 223-2830