VINCENT M. D'ADDONA
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.