Vincent M. Tagliaferri, CFP

Vincent Tagliaferri CFP®, has over 20 years of experience as financial professional. He specializes in investment case design and implementation strategies. These services are designed to help minimize tax burdens and enhance wealth accumulation. Vince graduated from Muhlenberg College with a B.A. in Finance, and has passed the requirements for the Certified Financial Planner® (CFP) professional designation.

As an Investment Specialist for the firm, Vince provides education and assists Representatives and Advisors with case analysis, case design and the development of client strategy. He monitors various stock and bond markets to provide the firm with timely market commentary for use with clients. He coordinates investment trainings with outside speakers to include topics on WMS, Market Volatility, and AUM fee based financial practice.