About Us

VINCE CERULLO, CFP ^®

Vince entered the financial services industry in March of 1994.

He completed the Certified Financial Planning (CFP) course in 1997 and has maintained the designation since that time. The course involved extensive study in the areas of personal financial planning, portfolio construction, retirement planning, tax planning, business succession planning and related law. It also requires 30 hours of continuing education each year in order to keep the designation in good standing.

Vince's philosophy of financial planning is based on the belief that successful financial planning is a long-term, ongoing project.

He begins with an in-depth questionnaire in order to determine your overall objectives and then tailors a plan to meet your needs.

Vince believes the foundation of a good advisor-client relationship is built on trust, honesty and integrity.

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