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CA Insurance License # 0L62003
Vincent believes every client deserves the highest level of personalized service, and places his clients at the forefront of their strategic financial planning process. Together, Vincent and his clients design goals-based financial strategies, and work to identify and prioritize which objectives matter most. Vincent’s dedication to his clients is delineated through his active pursuit to further his education, and gain additional expertise to best serve his clients. He consequently attained the CFP® designation or CERTIFIED FINANCIAL PLANNER™ certification. He has also earned the Chartered Retirement Planning Counselor (CRPC®) designation, and the Accredited Asset Management Specialist (AAMS®).
Vincent graduated from the D’Amore-McKim school of business at Northeastern University, majoring in finance and accounting. Vincent enjoys spending time with his wife and daughter, going on hikes with his Vizsla, and skiing the mountains of Park City and Deer Valley. He currently resides in Park City, Utah.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in UT.
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