Find a Financial advisor with deep understanding of the markets, analytical skills and training, and have a passion for finance located in Tysons.
Daniel P. Lash CFP®, AIF®
Partner, Financial Advisor
Dan is a partner at VLP Financial Advisors and has been active in the profession for over 20 years and has developed a unique ability to talk honestly and directly to his clients, helping guide them past their short-term worries and encouraging them to focus on their bigger financial picture. His approach has resulted in long-term client relationships that are built on a foundation of trust and understanding.
Dan works with individuals and families to help them create and pursue their financial goals. He advises clients on their investments, retirement, insurance, and estate planning needs. He also works with small businesses to help them navigate their employer sponsored retirement plans and understand their succession options and insurance needs.
Dan is a passionate advocate for the financial planning profession and was the 2016 president of the Financial Planning Association National Capital Area Chapter which is a group dedicated to high standards of
professional competence, ethical conduct and clear, complete disclosure.
(703) 356-4360 x703
DLash@vlpfa.com
8391 Old Courthouse Road, Suite 203
Vienna, VA 22182
Registered Representatives of and offering securities and Advisory Services through Cetera Advisor Networks LLC, member FINRA/SIPC a Broker/Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Chris Mellone CFA®, AIF®, CFP®
Financial Advisor
Chris Mellone is passionate about being informed on current events and understating their dynamic effect on global markets. He believes that executing a defined and disciplined investment process is one of the most essential parts of financial planning.
Chris works with individuals and families to create strategic investment strategies that reflect their investment goals. He also works with his corporate clients to design and manage their company retirement plans as well as develop and deliver employee financial education.
Chris is frequently quoted in many various news outlets and is a tenured board member for the Financial Planning Association (FPA) National Capital Area Chapter.
(703) 356-4360 x722
CMellone@vlpfa.com
8391 Old Courthouse Road, Suite 203
Vienna, VA 22182
Registered Representatives of and offering securities and Advisory Services through Cetera Advisor Networks LLC, member FINRA/SIPC a Broker/Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Naj Altaf
Founding Partner, Wealth Manager
Naj Altaf has provided financial planning services to individuals, families, and businesses for over 25 years. Naj’s approach is based on carefully listening to and understanding his clients’ needs and aspirations. He then leverages the principles of proper asset allocation to structure financial management strategies tactically aligned with the client. Naj focuses on what is most important to his clients- simplifying the complexities of personal finance and maintaining a disciplined approach. His experience gained in navigating multiple market cycles and his background in supervision and regulatory compliance allow Naj to deliver a unique wealth management experience.
Driven by a desire to interact with planning clients more closely, Naj transitioned from executive leadership at Capital One to an end-client facing Wealth Manager role at Capital Harvest Wealth Partners. Naj’s success in developing strong relationships, providing high-quality guidance and results, and delivering a client service experience second to none has been integral to his growth. Naj is a deeply committed financial services professional with an extensive background as a Financial Advisor as well as in executive leadership.
Naj resides in Northern Virginia with his wife and two children.
(703) 943-0882
najaltaf@capharvest.com
8381 Old Courthouse Rd, Suite 160
Vienna, VA 22182
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS. Please visit our website for additional disclosures.
Jason Wright
Founding Partner, Financial Advisor
Jason Wright is a second-generation financial advisor and offers clients more than 13 years of financial industry experience, including positions with independent registered investment advisory firms, investment banks, and retail bank programs. For the last 10 years, he had served as a Vice President and Financial Advisor with Capital One Investing. While at Capital One, Jason was recognized as Financial Advisor of the Year–Virginia Region 2014, 2015–awarded by Capital One Investing to the top financial professional, out of a group of 20, based on revenue generated and a clean compliance record.
Jason implements a goals-based financial planning process tailored to the unique needs of each individual client, family, or business. He holds himself accountable to the belief that client relationships are strengthened by providing a high level of transparency, clarity, and responsiveness. Jason spearheads a team-based approach, working directly with professionals used by the client, including the CPA, estate planning attorney, private banker, and mortgage lender to coordinate all aspects of the financial picture. Jason resides in Great Falls, Virginia with
his wife and his son.
(703) 554-4624
JasonWright@capharvest.com
8381 Old Courthouse Rd, Suite 160
Vienna, VA 22182
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS. Please visit our website for additional disclosures.* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.
Chip Rockey, CFP®
Founding Partner, Financial Advisor
Chip is a deeply committed financial services professional with an extensive background as a Financial Advisor as well as in executive leadership. For 17 years Chip has served his clients by taking a comprehensive approach to wealth management utilizing investment, tax, retirement, insurance, and estate planning to create strategies aligned with each individual need. His ultimate goal is to establish long-term relationships with the families he serves by guiding them through the accumulation, preservation, and distribution phases of their
financial life-cycle.
Chip maintains the Series 7, 66, and 24 (General Securities Principal) registrations along with Life and Health insurance licenses. His past affiliations have been with Capital One and Chevy Chase Financial Services. Chip is also a Certified Financial PlannerTM CFP® professional. He is a graduate of the University of Maryland with a BS in Finance and Marketing. Chip resides in Vienna, Virginia with his wife and two children.
(703) 943-0882
ChipRockey@capharvest.com
8381 Old Courthouse Rd, Suite 160
Vienna, VA 22182
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS. Please visit our website for additional disclosures.
Rose M. Price CFP®, AIF®
Partner, Financial Advisor
Rose is a partner at VLP Financial Advisors and has been active in the profession since 2000. Rose joined VLP in 2001 and has worked just about every job at the company and knows our business from top to bottom. Rose is actively involved in the Financial Planning profession and currently serves as the President of the Financial Planning Association National Capital Area Chapter; an organization dedicated to high standards of professional competence, ethical conduct and clear, complete disclosure.
Rose works with individuals and families to provide financial confidence and allow them to focus on what they enjoy most. She guides clients through their financial options by creating well-designed financial plans and strategic investment strategies. She also works with corporate clients to design and manage their company retirement plans and develop and deliver employee education.
(703) 356-4360 x702
RPrice@vlpfa.com
8391 Old Courthouse Road, Suite 203
Vienna, VA 22182
Registered Representatives of and offering securities and Advisory Services through Cetera Advisor Networks LLC, member FINRA/SIPC a Broker/Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Belle Osvath CFP®, AIF®, CSLP®
Financial Advisor
Belle Osvath has a unique approach to financial advice, she believes that it is her role to act as a financial translator, helping her clients fully understand complex financial strategies and identify what is best for them.
She works with clients to guide them through their financial options by creating well-designed financial plans and strategic investment strategies that align their investments with their long-term goals. She also works with corporate clients to manage their company retirement plans as well as develop and deliver employee financial education.
She is a board member of the Financial Planning Association National Capital Area Chapter which is a group dedicated to high standards of professional competence, ethical conduct and clear, complete disclosure.
(703) 356-4360 x719
BOsvath@vlpfa.com
8391 Old Courthouse Road, Suite 203
Vienna, VA 22182
Registered Representatives of and offering securities and Advisory Services through Cetera Advisor Networks LLC, member FINRA/SIPC a Broker/Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Sarah Avila CFP®, CDFA®
Financial Advisor
Sarah works with individuals and couples providing goal-based financial plans and strategic investment strategies that help prepare clients to meet their short-term and long-term goals. She advises her clients in the areas of retirement, Social Security, insurance, investing, tax considerations, and estate planning.
Sarah is a Certified Divorce Financial Analyst®. She helps clients and their attorneys better understand the financial complexities of the divorce process and consider the long-term effects of alternative settlement proposals. She is also trained as a financial neutral in the Collaborative Divorce Process.
Sarah started her career as a mathematics teacher. Her knowledge and experience in education continue to play a key role in helping her clients navigate complex financial situations. She excels at assisting her clients in understanding their options and guiding them in the steps they can take to pursue their long-term goals.
(703) 356-4360 x725
SbAvila@vlpfa.com
8391 Old Courthouse Road, Suite 203
Vienna, VA 22182
Registered Representatives of and offering securities and Advisory Services through Cetera Advisor Networks LLC, member FINRA/SIPC a Broker/Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
