Vincent M. Tagliaferri, CFP®

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.