VINCENT D'ADDONA*, MSFS, CLU®, ChFC®, CExP, RICP®, CEPA®, AEP®
Financial Services Professional
Mr. Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, CEPA®, AEP® (Distinguished) is a founding
member of Valent Wealth, LLC, an independent full-service wealth management and financial planning firm.
Valent Wealth seeks ways to blend education, powerful communication, and wisdom to guide clients to
eliminate threats, fulfill obligations, and capitalize on opportunities in their lives.
Vince has 44 years of experience providing services in four core areas: Estate Planning, Exit Planning for the
owners of closely held businesses, Distribution Planning for those at or near retirement, and Investment
Coaching. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2017.
As one of the financial security profession’s most highly regarded speaker/trainer/development coaches, Vince
is often known as the experts’ expert. He has helped hundreds of clients move closer to their full financial
potential and has helped do the same for countless other financial professionals.