The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent has also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He has been seen in local and national media affiliates of ABC, CBS, Fox and Wall Street Select for his respected industry knowledge.
Vincent has more than 30 years’ experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax reduction planning and market alternative investment concepts. Having worked with these individuals in the area of wealth management and asset protection strategies, Vincent has been better able to serve his clients’ needs in a world that demands unconventional approaches to building long-term financial security.
He lectures extensively about non-conventional approaches to wealth accumulation and preservation to other financial advisory professionals, as well as to the general public, through his energetic and entertaining informational workshops. He holds Series 63 and 65 securities licenses and is an Investment Adviser Representative. Vincent is also licensed for insurance and variable products in multiple states including Florida, New Jersey, and New York.
Vincent had also served on the Financial Advisor Council of the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to objective, affordable financial advice, delivered by a growing network of 40,000 independent financial advisor members. The Financial Advisor Council is comprised of several of FSI’s independent financial advisor members from throughout the United States and advises the organization on the impact of legislative and regulatory issues on independent financial advisors and their clients.
Vincent is a lifelong resident of New Jersey who now resides in Naples, FL. He has been married to his best friend, Camille, for more than 29+ years. They have two children and enjoy spending as much time together.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@pfswealthgroup.com or call us at 888-314-PLAN today!
***Must be at least 55 yrs old with a minimum $250k in current investments
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