We all have a plan
CA Insurance License # 0H61889
Vincent's mission is to empower his clients to make the right financial decisions. He began his career with New York Life Insurance Co., where he picked up unique perspectives and risk management techniques that he still incorporates into his planning today. From there, he partnered up with Barnum Financial Group, a modern, boutique financial planning firm that has paired the industry’s top talent with technology and a client-first culture.
He became a CERTIFIED FINANCIAL PLANNER™ Professional in 2011, the recognized standard of excellence for competent and ethical personal financial planning. In 2016, he became a Chartered Advisor in Philanthropy (CAP®) to better help his clients articulate and advance their highest aspirations for self, family and society. He has a background in Legal Studies from the University of St. John’s and over 15 years of industry experience.
He lives in New Canaan, CT with his wife Rozie and their two children. He also serves on the board and professional advisory council to Access Equestrian and the Westchester Community Foundation.
Licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.