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Vidal Peoples, RICP®

Education and Training:

  • Metropolitan College of New York- B.B.A.

  • Baruch’s Zicklin School of Business- M.B.A.


I am a proud torch bearer of Strategies for Wealth’s 86 year tradition of excellence in engaging individuals, families and business owners towards living great financial lives and financial confidence. I mobilize a collaborative team of specialists in individual financial and estate planning, business exit planning and succession planning.

I help my clients build and protect their wealth by debunking common financial myths which have caused the current retirement crisis. Through diligence and trust, I help my clients achieve financial balance, tax efficiency, diversification and control of their financial affairs with confidence, stability and restful nights.

I was born Jamaica, Queens but have southern roots, having been raised in Birmingham, Alabama since the age of two I am well-traveled, love to cook for my family and friends and am a huge audio book fan.

 
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0K86573