Advisors Archives - MV Financial
 

Masood Vojdani President & CEO

Arian Vojdani Investment Strategist

Chris Schaefer, CFP®, CPA/PFS Head of Retirement Plan Practice

Joseph Potosky, CLU, ChFC Head of Employee Benefits Services

Masood Vojdani

President & CEO Read More From Masood

Masood Vojdani began his career in the financial services industry in 1981. From the outset, he was driven by the vision of a firm that was different from the industry status quo. At the heart of what he envisioned was a relentless commitment to objectivity, critical thinking, and personal care on behalf of each and every client. MV Financial is the culmination of this vision and thirty years of dedicated work. From its beginning as a small financial planning business,...

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Arian Vojdani

Investment Strategist Read More From Arian

As an investment strategist at MV Financial, Arian Vojdani brings his unique perspective on financial markets to the firm. He provides insight to the firm’s advisory and research team to guide strategic investment decisions and direction. Arian sits on MV Financial’s investment committee where he provides recommendations and general oversight. Arian is also a key member in MV Financial’s advisory team. As an advisor he services and manages client portfolios and builds sustainable financial plans to help clients reach their...

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Chris Schaefer, CFP®, CPA/PFS

Head of Retirement Plan Practice Read More From Chris

Chris Schaefer leads MV Financial's Retirement Plan Practice, with over 10 years on the MV Financial team. He oversees all aspects of MVF's retirement plan management, where his duties include; developing proper plan design, investment strategy and options, participant education and management of client relationships. Chris is also a senior advisor at MVF, where he manages all aspects of his private client relationships. In both capacities, Chris works closely with the firm’s investment management, portfolio operations and client services divisions....

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Joseph Potosky, CLU, ChFC

Head of Employee Benefits Services Read More From Joseph

Joseph Potosky is a specialist in the construction and management of employer-provided group benefit plans. He has spent nearly two decades helping organizations and their employees obtain the most value from their benefits packages. As director of pensions and benefits services at MV Financial, Joe works hand-in-hand with organizations developing and optimizing their defined contribution plans, preparing for emergent federal regulations, and educating employees. He believes in empowering employees with a full set of tools for making investment decisions uniquely...

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Masood Vojdani

President & CEO
Read More From Masood
Masood Vojdani began his career in the financial services industry in 1981. From the outset, he was driven by the vision of a firm that was different from the industry status quo. At the heart of what he envisioned was a relentless commitment to objectivity, critical thinking, and personal care on behalf of each and every client. MV Financial is the culmination of this vision and thirty years of dedicated work. From its beginning as a small financial planning business, MV Financial has evolved into a full-service asset management firm for high-net worth individuals, family offices, non-profit institutions & endowments, and pension & retirement plan sponsors. Masood has shepherded this growth through his caring, painstaking attention to detail and the personalized approach he employs, which focuses on the specific needs of each individual client. Drawing on three decades of experience and an in-depth understanding of the markets, he has developed and fine-tuned the firm’s flexible investment philosophy and innovative asset management process. Masood adheres to the ideal of “doing well by doing good” in both his personal and professional life. An active philanthropist, he and his family have created and financed a variety of charitable initiatives, including a relief effort for victims of domestic violence. Masood is a former Chairman of the Parents Campaign Philanthropy Board at George Washington University. He has also been a key fundraiser for various educational initiatives in the DC area. Masood has been featured on CNBC, The Wall Street Journal and is a contributor to the Investing section of U.S. News & World Report. Masood holds a B.S. degree with honors in Computer Science & Statistics from American University.

Arian Vojdani

Investment Strategist
Read More From Arian
As an investment strategist at MV Financial, Arian Vojdani brings his unique perspective on financial markets to the firm. He provides insight to the firm’s advisory and research team to guide strategic investment decisions and direction. Arian sits on MV Financial’s investment committee where he provides recommendations and general oversight. Arian is also a key member in MV Financial’s advisory team. As an advisor he services and manages client portfolios and builds sustainable financial plans to help clients reach their financial goals. Arian prides himself on offering client’s an impeccable level of service and assuring that they feel content and well-situated for their financial future. Finally, Arian oversees the strategic direction of the firm’s growth by providing oversight to all of MV Financial’s lines of business.  Arian writes and maintains a blog focused on millennial wealth advice and issues. Arian has been featured in media such as CNBC’s The Rundown, Bloomberg Radio & CNNMoney. Arian holds a B.A. degree from George Washington University.

Chris Schaefer, CFP®, CPA/PFS

Head of Retirement Plan Practice
Read More From Chris
Chris Schaefer leads MV Financial's Retirement Plan Practice, with over 10 years on the MV Financial team. He oversees all aspects of MVF's retirement plan management, where his duties include; developing proper plan design, investment strategy and options, participant education and management of client relationships. Chris is also a senior advisor at MVF, where he manages all aspects of his private client relationships. In both capacities, Chris works closely with the firm’s investment management, portfolio operations and client services divisions. Chris is a key member of MV Financial’s investment committee, participating in asset allocation and investment selection decisions as well as overall strategy formulation. His training and distinctive skillset as a CPA and audit professional adds an invaluable dimension to the financial advice he provides to clients. Prior to joining MV Financial, Chris spent five years at PricewaterhouseCoopers LLP in the Audit and Assurance Services group. His specialization was in financial services, with specific expertise in the banking and mortgage banking industries. While there, he also gained experience in investment management, real estate, insurance, and pension plan strategies for large employer plans. Chris holds a B.S. degree, cum laude, from Loyola University in Maryland, where he was a member of the Beta Alpha Psi (Accounting) and Beta Gamma Sigma (Business) honor societies. He obtained an Executive Certificate in Financial Planning from Georgetown University in 2003.

Joseph Potosky, CLU, ChFC

Head of Employee Benefits Services
Read More From Joseph
Joseph Potosky is a specialist in the construction and management of employer-provided group benefit plans. He has spent nearly two decades helping organizations and their employees obtain the most value from their benefits packages. As director of pensions and benefits services at MV Financial, Joe works hand-in-hand with organizations developing and optimizing their defined contribution plans, preparing for emergent federal regulations, and educating employees. He believes in empowering employees with a full set of tools for making investment decisions uniquely appropriate to their financial objectives, risk tolerance, and special circumstances. Joe is sought after for his insights on employee benefit issues, including pension and healthcare reform. He has spoken at the Maryland Association of Health Underwriters, National Association of Insurance and Financial Advisors’ Maryland chapter, Nonprofit HR Conference, Goodwill Industries’ National Conference, and DC Health Link. Prior to his career in financial services, Joe worked in accounting and regulatory management for Bell Atlantic Corporation. Joe graduated with honors from the University of Maryland, College Park, where he obtained both a B.S. degree and an MBA in Business Administration. He also has an M.A. in Telecommunications Policy from George Washington University and a J.D. from the University of Maryland. Joe holds the professional designations of Chartered Life Underwriter and Chartered Financial Consultant. Additionally, he holds the Patient Protection and Affordable Care Act (PPACA) certification from the National Association of Health Underwriters. He is a member of the Maryland Bar Association.