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Vincent M. Tagliaferri, CFP®

Vincent M. Tagliaferri, CFP®

CERTIFIED FINANCIAL PLANNER™ professional, Registered Principal

Vince has over 20 years of experience as a Financial Planner with an expertise in investment case design and portfolio construction.  He develops and monitors investment portfolios that are cumulatively worth over 5 billion in assets.  He performs due diligence on various stock and bond markets to provide advisers with timely market commentary for use with their clients.  As a Registered Principal, Vince maintains a working knowledge and implements policies of securities product compliance procedures, training and planning.