Vincent D'Addona:
CLASS OF 1975
Bronx High School of ScienceClass of 1975
Bronx, NY
Vincent's Story
College
Education
Bachelor of Arts, Biochemistry
Cornell University
Master of Science, Financial Services
The American College
Workplace
CURRICULUM VITAE
VINCENT M. DÂADDONA, CLU, ChFC, AEP
Strategies for Wealth Creation & Protection
140 Broadway, 22nd Floor
New York, NY 10005-1101
Mr. Vincent M. DÂAddona, CLU, ChFC, AEP is a senior associate at Strategies for Wealth Creation & Protection. He has 28 years of experience in providing financial planning, charitable planning, estate planning, retirement planning and investment services to a variety of clients and organizations. Often known as the experts expert, he has helped hundreds of individuals move closer to their full financial potential. He is a nationally known practitioner of Personal Financial Economics is the co-creator of the Economic Confidence Building Process and has spoken on and trained the subject to various planning organizations and individuals.
Licenses and Certifications
Various State Life and Health Licenses 1979
Registered Representative  Series 7 1983
Chartered Life Underwriter 1983
Charted Financial Consultant 1983
Accredited Estate Planner 1998
Registered Financial Consultant 2002
Professional
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trategies for Wealth Creation & Protection
Senior Associate, N.Y.C. Office
DÂAddona & Rosenbaum, Partner
Park Avenue Securities-Registered Representative
Professional Organizations and Committees
Financial Planning Association
Society of Financial Service Professionals
- Director 2005 - Present
P.A.C.E.
Association for Advanced Life Underwriting
- Breakout Session Speaker at the 48th AALU Annual Meeting International Forum
International Association of Registered Financial Consultants
Million Dollar Round Table
- Life and Qualifying Member
- Court of the Table
- Top of the Table
- Focus Session Speaker at the 2003 MDRT National Meeting
National Association of Insurance and Financial Advisors
New York City Association of Insurance and Financial Advisors
- 1993 - 1994 Director
- 1995 - 1996 Education Chair
- 1996 - 1997 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 1992-1993
- Product Development Committee
LEAP Systems Inc.
- National Trainer 1997-2005
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