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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 38 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. He is a nationally known practitioner with The Living Balance Sheet® and serves on The Living Balance Sheet design team and is a The Living Balance Sheet faculty member.


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

Retirement Income Certified Professional 2014



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

2018-2019 Director


International Association of Registered Financial Consultants


Million Dollar Round Table

Life and Qualifying Member-34 years

Court of the Table-28 years

Top of the Table-14 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

Field Technology Committee

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-Present Advanced Estate Planning and Business Insurance Trainer



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 


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.


Guardian, its subsidiaries, agents or employees do not provide legal or tax advice.


PAS is a member FINRA, SIPC.


2018-55175 Exp 2/20