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Vincent De Giovanni (CFP®, MBA)

Vincent De Giovanni focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Vincent De Giovanni is committed to providing trusted, objective and personalized financial advice to people from all walks of life. Vince is intimately familiar with and specializes in solving retirement and financial planning issues faced by commercial airline pilots and flight attendants. He also specializes in providing financial solutions to the firefighters, police officers, teachers, and members of the military who proudly serve our communities and our nation.

Additional Information

Vincent De Giovanni is a principal and co-founder of Summit Financial Advisors LLC. He holds a Bachelor of Science degree from the United States Air Force Academy and a Masters of Business Administration from DeSales University.  Vince is a CERTIFIED FINANCIAL PLANNER™ practitioner having completed the CFP® Certification Professional Education Program at the College for Financial Planning.  His professional affiliations include the National Association of Personal Financial Advisors (NAFPA) and the Financial Planning Association (FPA.) Vince is also a commercial airline pilot and a retired Air Force Officer. He resides with his wife, Susan, and their two daughters in Solebury Township.

NAPFA Start Date

December 28, 2004

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

196 West Ashland Street Doylestown, PA 18901-4040 Phone: (215) 579-1005 Fax: (215) 579-1002
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