Vincent M. D'Addona
140 Broadway, 22nd Floor New York, NY
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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 |
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1979 |
| Chartered Life Underwriter |
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1983 |
| Chartered Financial Consultant |
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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
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.
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