Vincent M. D'Addona 
140 Broadway, 22nd Floor 
New York, NY 10005

212-701-7903
Phone

212-483-9177
Fax



Mr. Vincent M. D'Addona, CLU, ChFC is a senior consultant at Strategies for Wealth.  He has more than 25 years of experience in providing financial services, estate planning, retirement planning and investment services to a variety of clients and organizations.  He is a nationally known practitioner of Personal Financial Economics and has spoken on and trained various planning organizations and individuals.

Licenses and Certifications

New York State Life and Health Licenses   1979
Chartered Life Underwriter   1983
Chartered Financial Consultant   1983
Accredited Estate Planner   1998
Registered Financial Consultant   2002

Education

Cornell University-Bachelor of Arts, Biochemistry
The American College-Master of Science, Financial Services

Professional

Strategies For Wealth-Senior Consultant, N.Y.C. Office
D'Addona & Rosenbaum-Partner

Professional Organizations and Committees

Financial Planning Association
Society of Financial Service Professionals
Association for Advanced Life Underwriting
International Forum
International Association of Registered Financial Consultants
   Million Dollar Round Table
      - Court of the Table
      - Top of the Table
National Association of Insurance and Financial Advisors
New York City Association of Insurance and Financial Advisors
   - 1993-97  Director
   - 1995-96  Education Chair
   - 1996-97  Professional Development Chair
National Association of Estate Planning Councils
New York Estate Planning Council
   - 1995-1998  Director
The Guardian Life Insurance Company of America
   - Senior Sales Consultant
   - President of the Executive Committee of the Leaders Club 1992
LEAP® SYSTEMS, Inc.
   - National Trainer

Insurance Licensed In:

Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, D.C., Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, West Virginia, Wisconsin

Securities Licensed In:

Arizona, California, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, New Jersey, New Mexico, Nevada, New York, Ohio Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Wisconsin, West Virginia

Visit my Web site!
www.DAddonaandRosenbaum.com


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

 


 
The Registered Representative is securities licensed in the above mentioned states and is strictly intended for individuals residing in those states.  No offers may be made or accepted from any resident outside these specified states.


© 2007 Strategies for Wealth