Vincent Garaventa, CFP®, CEP®, APMA®

Growing up around his family’s financial planning practice, Vincent developed an early appreciation for helping people make confident, informed decisions about their money. With eight years of experience, he specializes in retirement planning, investment planning, and income planning — always with a focus on helping clients understand their options and build a plan that truly fits their life.

Being part of a familyowned, independent firm is meaningful to Vincent. He values the ability to operate without the pressure of large institutions, allowing him to focus solely on delivering the right solutions for each client he serves.

Vincent holds the CERTIFIED FINANCIAL PLANNER™, CERTIFIED ESTATE PLANNER™, and ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™ designations, as well as his Series 66 and Life, Accident & Health Insurance licenses.

Outside the office, Vincent enjoys spending time with his family, staying active, and getting outdoors — whether he’s at the gym, hiking, or relaxing at the beach. At home, his dachshund keeps life entertaining and full of energy.