Vincent D'Addona, MSFS, CLU, ChFC, CExP, RICP
Professional ExitMap Planner / Featured
Senior Associate, Valent Wealth, LLC ➤
Vince has 38 years of experience providing services in four key areas: Estate Planning and Exit Planning for owners of closely held businesses, Distribution Planning for those at or nearing retirement, and Investment Coaching. Often known as the experts’ expert, he has helped hundreds of individuals move closer to their full financial potential.
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- Listing ID: 5939
- Professional Class: Exit Planner, Wealth Advisor