Vincent D’Addona

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Vincent D’Addona

MSFS, CLU®, ChFC®, CExP®, RICP®, AEP®
Wealth Strategist

Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, AEP® (Distinguished) is an advisor at New York-based Strategies for Wealth. He has 38 years of experience providing services in four core areas: Estate Planning, Exit Planning for the owners of closely held businesses, Distribution Planning for those at or near retirement, and Investment Coaching.

He was inducted into the NAEPC Estate Planning Hall of Fame® in 2017. Often known as the experts’ expert, he has helped hundreds of individuals move closer to their full financial potential. He is a reknowned practitioner with The Living Balance Sheet® and serves on The Living Balance Sheet design team and is a The Living Balance Sheet faculty member.

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