Mr. Vincent M. D’Addona MSFS, ChFC®, CExP®, RICP®, AEP (Distinguished) nominee, is a senior associate at Strategies for Wealth with 38 years of experience providing financial and estate planning, charitable planning, retirement and distribution planning and investment services to a variety of clients and organizations. Often known as "the experts’ expert," Vince has helped people move closer to their full financial potential. He is nationally known in the Estate Planning and Business Exit Planning front as well as in the macro-economic positioning of life insurance for businesses and individuals. He has spoken on those topics for many industry organizations and has been a frequent main platform and breakout speaker at Guardian conferences.
Vince is a Life and Qualifying member of MDRT for 35 consecutive qualification years and has spoken at the MDRT National Meeting and has qualified for Top of the Table for the last 15 years. He has 31 consecutive Guardian President’s Council Qualifications and is an active member in a number of other industry organizations, including the Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors, the Forum400, the Association for Advanced Life Underwriting, and the National Association of Estate Planners and Councils were he has recently been nominated to their Hall of Fame.
Licenses and Certifications:
- Various State Life and Health Licenses 1979
- Registered Representative – Series 7 1983
- Chartered Life Underwriter 1983
- Chartered Financial Consultant 1983
- Accredited Estate Planner 1998
- Registered Financial Consultant 2002
- Retirement Income Certified Professional 2014
Education:
- Bachelor of Arts, Biochemistry - Cornell University
- Master of Science, Financial Service - The American College
Professional Organizations and Committees:
- Financial Planning Association
- Society of Financial Service Professionals
- 2005 - 2008 Director New York City Chapter
- 2008 - 2009 Executive Vice President New York City Chapter
- 2009 - 2010 President
- P.A.C.E.
- National Association of Estate Planners and Councils
- Breakout Speaker 2014 Annual Meeting
- Million Dollar Round Table
- Life and Qualifying Member-32 years
- Court of the Table-20 years
- Top of the Table-12 years
- Focus Session Speaker at the 2003 MDRT National Meeting
- International Association of Registered Financial Consultants
- The Guardian Life Insurance Company of America
- Senior Sales Consultant
- President of the Executive Committee of the Leaders Club 1992 – 1993
- Field Product Committee 1987-present
- Field Technology Committee
- Main Platform Speaker
- President’s Council 2001-2015
- Leaders Club 2001-2015
- New York Estate Planning Council
- 1995 - 1998 Director
- New York City Association of Insurance and Financial Advisors
- 1993 - 1994 Director
- 1995 - 1996 Education Chair
- 1996 - 1997 Professional Development Chair
- National Association of Insurance and Financial Advisors
- Association for Advanced Life Underwriting
- Workshop Sub-Committee Chair 2010 Annual Meeting
- Breakout Session Speaker at the 48th AALU Annual Meeting
- Workshop Committeeman for 2015 Annual Meeting
- Forum400 (Formerly International Forum)
- Breakout Session Speaker 2015 Annual Meeting
- LEAP Systems Inc.
- 1997-2005 Advanced Class National Trainer
- Living Balance Sheet
- 2005-Present Advanced Estate Planning and Business Insurance Trainer