Vincent is an Investment Adviser Representative with American Portfolios Advisors, Inc. and SEC Registered Investment Advisor specializing in the unique financial needs of individuals, business owners, and retirees. Vincent’s main focus is on investment advisory services and financial planning. With this he provides sound and experienced advice and financial planning tools for his clients. As a non-proprietary, fee-based certified financial planner, Vincent is able to become a client’s advocate by counseling his clientele on an individual basis. By coordinating the skills of professionals such as your attorney and accountant, he can help you realize your personal and financial goals.
Vincent holds Series 7, 24, 51, 63 and 65 securities licenses. Vincent holds the designation as a Chartered Life Underwriter and holds several insurance licenses and brokerage agreements with multiple insurance and annuity companies. He also holds the National Social Security Advisors certificate to better assist with all matters involving Social Security.
Vincent has been a recognized financial planner in “USA Today”, a national news publication, Financial Planning Journal, a professional publication, as well as “Ticker” magazine and “Latina”, a national women’s publication. Vincent has appeared on Channel 10 Fox News with Rick D’Amico addressing tax and retirement planning issues.
He is an Arizona native and resides in Cave Creek, Arizona with three of his children and wife Claudia. Vince also has three adult children and five grandchildren. Vince has always been actively involved in the community and is the past President of the Central Arizona Babe Ruth League and past President of Duffers for Charity, a local non-profit organization. If not attending a family function, birthday, anniversary or otherwise, Vince and his family enjoy charity events, RV traveling, golfing, baseball and football games.