“My clients know that they can count on me to help guide them in their financial decisions, whether big or small.”
Background and Experience
Vince takes a comprehensive approach to investment planning and examines every element of a client’s financial life, including debt management, cash reserves, insurance, estate investment planning and tax implications in coordination with clients’ professionals. Much of his practice includes working with business owners, as well as professionals such as attorneys and physicians.
Vince began his career in financial services in 1993. In 1999, he earned the CERTIFIED FINANCIAL PLANNER certification (CFP®). The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® practitioners also agree to meet ongoing continuing education requirements. Vince earned his Bachelor of Science in Marketing from the University of South Florida in 1993, and earned his Master of Accounting from Nova Southeastern University in 2006.
He seeks first to understand his clients’ current situation, concerns, risk tolerance, and their financial priorities, which he uses to formulate an investment strategy and develop a comprehensive investment plan. This plan can be reviewed to evolve with his clients’ life circumstances.
Away from the Office
Vince is a native of Chicago. He moved to Florida with his family over thirty years ago. He and his wife have two grown children. In his free time, he enjoys taking exercise classes and playing golf and tennis.
CA Insurance #0E06136
