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Vincent D’Addona, MSFS, CLU®, ChFC®, CExP®, RICP®, AEP (Distinguished)

Vincent D’Addona, MSFS, CLU®, ChFC®, CExP®, RICP®, AEP (Distinguished)

Mr. Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, AEP® (Distinguished) is an advisor at
Strategies for Wealth. He has 40 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. Often
known as the experts’ expert, he has helped hundreds of individuals move closer to their full financial potential.

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

Bachelor of Arts, Biochemistry
Cornell University

Master of Science, Financial Services
The American College

Strategies for Wealth
Associate, N.Y.C. Office

Prometheus Planning, LLC

Park Avenue Securities – Registered Representative

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


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

Forum400 (Formerly International Forum)
Breakout Session Speaker 2015 Annual Meeting
2018 - 2020 Director
2020 - 2021 Vice President

International Association of Registered Financial Consultants

Million Dollar Round Table
Life and Qualifying Member-37 years
Court of the Table-31 years
Top of the Table-17 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

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 a wholly owned subsidiary of Guardian. Strategies for Wealth are not affiliates or subsidiaries of PAS or Guardian. California Insurance License #0B24020 & Arkansas Insurance License #407331.