Accredited Estate Planners®
Award received November 2017
Strategies for Wealth

Vincent M. D'Addona is a senior associate with Strategies for Wealth in New York City with 38 years of experience providing financial planning, charitable planning, estate planning, retirement planning and investment services to a variety of clients and organizations. Often known as the expert's expert, he has helped hundreds of individuals move closer to their full financial potential.

Vince earned a BA degree in biochemistry from Cornell University followed by a Master of Science in Financial Services from The American College.

In 1992-1993, Vince served as President of the Executive Committee of Guardian Life's Leaders Club, and has served on Guardian's Field Product Committee for over 25 years. He has served as a sub-committee chair for the AALU 2010 annual meeting, in addition to being a featured speaker in 2005.

Vince is a Life and Qualifying member of MDRT, Court of the Table for 28 years and Top of the Table for 14 years, and has spoken at the MDRT National Meeting. He has 31 consecutive Guardian Life's President's Council Qualifications. Vince is an active member in several other industry organizations, including the Financial Planning Association, the National Association of Insurance and Financial Advisors, The Forum400 and the Association for Advanced Life Underwriting. He has served as president of the New York City Chapter of the Society of Financial Services Professionals, and on the boards of the New York City Association of Insurance and Financial Advisors and the New York Estate Planning Council. He has been nominated to the board of the Forum400.

Vince has authored or co-authored articles on estate planning and other business planning topics that have appeared in the Estate Analyst, LISI and Wealth Management Business. He has taught on estate planning matters for financial advisors for over 25 years and is a frequent speaker for Guardian Life's Advanced Planning Department. He is a nationally known practitioner with The Living Balance Sheet®. He serves on the Living Balance Sheet® design team and is a Living Balance Sheet® faculty member.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2018 Guardian. Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Strategies for Wealth and Prometheus Planning, LLC is not an affiliate or subsidiary of PAS or Guardian. 2018-64208 Exp 8/20

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