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), has dedicated his career to helping clients address financial challenges, fulfill important obligations, and evaluate opportunities that support their long-term goals.
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 a widely recognized speaker, trainer, and development coach in the financial security profession, Vince has worked with both clients and financial professionals throughout his career. He is frequently sought out for his experience and insights by other professionals in the industry. He has helped hundreds of clients work toward their financial goals and has helped do the same for many other financial professionals.