VINCENT D’ADDONA MSFS, CLU®, ChFC®, CExP®, RICP®, CEPA®, AEP® (Distinguished)
WEALTH MANAGEMENT ADVISOR
Mr. Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, CEPA®, AEP® (Distinguished) is a founding member of Valent Wealth, LLC, an independent full-service wealth management and financial planning firm. Valent Wealth seeks ways to blend education, powerful communication, and wisdom to guide clients to eliminate threats, fulfill obligations, and capitalize on opportunities in their lives.
Vince has 46 years of experience providing services in four core areas: Estate Planning, Exit Planning for the owners of closely held businesses, Distribution Planning for those at or near retirement, and Investment Coaching. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2017.
As one of the financial security profession’s most highly regarded speaker/trainer/development coaches, Vince is often known as the experts’ expert. He has helped hundreds of clients move closer to their full financial potential and has helped do the same for countless other financial professionals.
Licenses and Certifications
- Various State Life and Health Licenses- 1979
- Registered Representative – Series 7- 1983
- Chartered Life Underwriter- 1983
- Chartered Financial Consultant -1983
- Accredited Estate Planner- 1998
- Registered Financial Consultant- 2002
- Certified Exit Planner- 2010
- Retirement Income Certified Professional- 2014
- Certified Exit Planning Advisor- 2020
Education
Cornell University- Bachelor of Arts, Biochemistry
The American College-Master of Science, Financial Services
Professional
Valent Wealth, LLC- Founder
Bull Harbor Capital- Investment Advisor Representative
Prometheus Planning,
LLC- President First Financial Group- Associate
Professional Organizations and Committees
Financial Planning Association
Society of Financial Service Professionals - 2005 - 2008
Director New York City Chapter - 2008 - 2009 Executive Vice President New York City Chapter -
2009 - 2010 President
P.A.C.E.Finseca (Formerly Association for Advanced Life Underwriting)-
Workshop Sub-Committee Chair 2010 Annual Meeting
Breakout Session Speaker at the 48th AALU Annual Meeting
Workshop Committeeman for 2015, 2017 Annual Meeting
2022 – 2024 Board Member
Forum400 (Formerly International Forum)
Breakout Session Speaker 2015 Annual Meeting-
2018 - 2020 Director
2020 - 2021 Vice President
2021 - 2022 President
2022 – 2023 Chairman
International Association of Registered Financial Consultants Million Dollar Round Table-
Life and Qualifying Member-42 years
Top of the Table-22 years
Focus Session Speaker at the 2003 MDRT National Meeting
National Association of Insurance and Financial Advisors
New York City Association of Insurance and Financial Advisors
1993 - 1994 Director
1995 - 1996 Education Chair
1996 - 1997 Professional Development Chair
National Association of Estate Planners and Councils
Breakout Speaker 2014 Annual Meeting
New York Estate Planning Council
1995 - 1998 Director
The Guardian Life Insurance Company of America
Senior Sales Consultant
President of the Executive Committee of the Leaders Club 1992 – 1993
Field Product Committee 1987-present
Main Platform Speaker
President’s Council 2001-2015
Leaders Club 2001-2015
LEAP Systems Inc.
1997-2005 Advanced Class National Trainer
The Living Balance Sheet®
2005-2019 Advanced Estate Planning and Business Insurance Trainer