Vince is a financial specialist with over twenty years of industry experience. He specializes in holistic planning for closely held business owners, families and executives. Vince’s approach and being held in the highest level of integrity with the advisory community, are the keys to the growth and development of his success.
Business succession, business continuity, estate planning, retirement planning, and asset protection incorporated with creative planning strategies have been the key elements of his success. Vince’s primary goal is to put a client in control of their situation while keeping the process simple, and flexible.
Vince received his B.S. degree in Accountancy from Rider College in Lawrenceville, New Jersey. After a year in corporate accounting, Vince quickly learned that his passion in life was in helping others and dealing with people while building strong relationships. He then transitioned into the financial planning world. He has been building his practice through a tremendous capability to build a significant network of relationships, resources and capabilities, which he shares with everyone he touches.
In addition to his entrepreneurial spirit in the business world, Vince has a deep passion for children and focuses this passion in the areas of philanthropy and charitable endeavors. Vince currently sits on numerous not-for-profit and charitable boards in the tristate area. Vince and his wife, Marisa, live in Bridgewater, NJ, with their three children.
Series 6, Series 63, Life & Health licenses
Registered Representative of Park Avenue Securities, Financial Representative of Guardian.