Strategies For Wealth

About Me:

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

URL:

http://strat4wealth.com/vincent_m__daddona