Vincent Grosso (CFP®)
Vincent Grosso focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Additional Information
Vincent is a CERTIFIED FINANCIAL PLANNER® professional with a specialized focus on providing planning to pre-retirees and retirees. Additionally, Vincent serves as an advisor to small businesses, offering advice on optimizing their workplace retirement plans. Vincent has been featured in publications such as CBS News, CNN, and Time Magazine.
NAPFA Start Date
September 25, 2023
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