Vincent M. D’Addona

About Me:

Mr. Vincent M. D’Addona, CLU®, ChFC®, AEP, MSFS, CExP, RICP® is a senior associate at Strategies for Wealth. He has 35 years of experience in providing financial planning, charitable planning, estate planning, retirement planning and investment services to a variety of clients and organizations. Often known as the experts’ expert, he has helped hundreds of individuals move closer to their full financial potential. He is a nationally known practitioner of Personal Financial Economics. He is the co-creator of the Economic Confidence Building Process and has spoken on and trained the subject to various planning organizations and individuals.

Licenses and Certifications:

Various State Life and Health Licenses 1979
Registered Representative – Series 7 1983
Chartered Life Underwriter 1983
Chartered Financial Consultant 1983
Accredited Estate Planner 1998
Registered Financial Consultant 2002
Retirement Income Certified Professional 2014

Education:

Bachelor of Arts, Biochemistry - Cornell University

Master of Science, Financial Service - The American College

Professional:

Strategies For Wealth-Senior Consultant, N.Y.C. Office
Park Avenue Securities – Registered Representative

Professional Organizations and Committees:

  • Financial Planning Association
  • Society of Financial Service Professionals
    • 2005 - 2008 Director New York City Chapter
    • 2008 - 2009 Executive Vice President New York City Chapter
    • 2009 - 2010 President
  • P.A.C.E.
  • National Association of Estate Planners and Councils
    • Breakout Speaker 2014 Annual Meeting
  • Million Dollar Round Table
    • Life and Qualifying Member-32years
    • Court of the Table-20 years
    • Top of the Table-12 years
    • Focus Session Speaker at the 2003 MDRT National Meeting
  • International Association of Registered Financial Consultants
  • The Guardian Life Insurance Company of America
    • Senior Sales Consultant
    • President of the Executive Committee of the Leaders Club 1992 – 1993
    • Field Product Committee 1987-present
    • Field Technology Committee
    • Main Platform Speaker
    • President’s Council 2001-2015
    • Leaders Club 2001-2015
  • New York Estate Planning Council
    • 1995 - 1998 Director
  • New York City Association of Insurance and Financial Advisors
    • 1993 - 1994 Director
    • 1995 - 1996 Education Chair
    • 1996 - 1997 Professional Development Chair
  • National Association of Insurance and Financial Advisors
  • Association for Advanced Life Underwriting
    • Workshop Sub-Committee Chair 2010 Annual Meeting
    • Breakout Session Speaker at the 48th AALU Annual Meeting
    • Workshop Committeeman for 2015 Annual Meeting
  • Forum400 (Formerly International Forum)
    • Breakout Session Speaker 2015 Annual Meeting
  • LEAP Systems Inc.
  • 1997-2005 Advanced Class National Trainer
  • Living Balance Sheet
    • 2005-Present Advanced Estate Planning and Business Insurance Trainer

 

Check the background of this investment professional on FINRA’s BrokerCheck.

URL
http://strategiesforwealth.com/associates/vincent-m-daddona/

Vincent D’Addona is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an individual, wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA/SIPC. www.finra.org