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Jeffrey M
Series 66
Fuquay Varina, NC
Founders Financial Alliance, LLC
Jeffrey Matthews is a financial advisor with Founders Financial Alliance, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Good Life Advisors, LLC and LPL Financial LLC. Founders Financial Alliance provides discretionary, fee‑based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm’s investment approach is evidence-based and tailored to individual goals, incorporating asset allocation, rebalancing, and a mix of strategies alongside third-party manager solutions.
Brenan V
CFP®, Series 66
Fuquay Varina, NC
Founders Financial Alliance, LLC
Brenan Volpe is a CFP® professional with 10 years of industry experience. He is currently with Founders Financial Alliance, LLC and has previously worked at LPL Financial, Raymond James Financial Services, and Sterling Fox Financial. He also provides investment advisory services through Good Life Advisors, LLC, an independent RIA. Founders Financial Alliance offers discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to clients’ goals and risk tolerances, combining asset allocation, periodic rebalancing, and a variety of strategies including third-party manager solutions.
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