“Wealth is not about money – it is about being in a position to do the things that matter most to you.”
Background
Vincent has been helping families achieve their most important life goals throughout his thirty-eight years in financial services. He was named Forbes Best-In-State Wealth Advisors in 2024
1. From 2021-2024 Vincent has been named a Platinum Council
2 Advisor by Wells Fargo, which puts him in the top echelon of advisors.
As Managing Director–Investments and Senior Portfolio Manager, Vincent oversees portfolio management, asset allocation, risk management, and investment strategy for clients of The Fiorentino Group of Wells Fargo Advisors. Vincent and his team take on the responsibility of financial coordinator for their clients, utilizing Wells Fargo Advisors Foundational and Advanced planning tools, Total Client Profile, Second Opinion Service, and a network of outside professional experts to help individuals and families achieve financial success. Vincent believes that a critical component of highly successful investment strategies require thoughtful planning, disciplined execution, and periodic updates.
As part of its mission, The Fiorentino Group has been instrumental in helping individuals, families, entrepreneurs, executives, and business owners financially prosper. As an example, the team launched its Women in Leadership Series of talks highlighting prominent women who make a difference in people’s lives. Vincent has written articles on the topic of helping people transition to financial independence for various publications.
Away from the office
The Fiorentino Group is a proud sponsor of Young People’s Concert Series in public schools, Lauren’s Kids, Children of Fallen Patriots, Perrot Memorial Library, Emergency Medical Services, and National Breast Cancer Foundation, as well as a longtime supporter of the Center for Hearing and Communication in New York City.
Vincent enjoys writing, gardening and the fine arts.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com)
1 The Forbes Best-In-State Wealth Advisor rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year and professionalism. Additional consideration may have included best practices and team structure.
CA Insurance License Number: 0K94645, Resident State CT