Vincent DeSimone, CFP®, CRPC®, AIF®
New York City Metropolitan Area
2K followers
500+ connections
New York City Metropolitan Area
2K followers
500+ connections
About
Vincent DeSimone is a cofounder of AKD Wealth Partners of Wells Fargo Advisors Financial…
Activity
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Differentiating your practice is crucial in today’s competitive landscape. Join my colleagues Brandon O'Neill, CFP®, CAP® and Melissa Henderson…
Differentiating your practice is crucial in today’s competitive landscape. Join my colleagues Brandon O'Neill, CFP®, CAP® and Melissa Henderson…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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Thank you to CNBCs brilliant Morgan L Brennan on Closing Bell to discuss Boeing's Starliner and putting program losses in perspective.
Thank you to CNBCs brilliant Morgan L Brennan on Closing Bell to discuss Boeing's Starliner and putting program losses in perspective.
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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Will the Fed be more decisive in lowering rates and end the recent restrictive policy environment? Tune in to our latest monthly update to hear from…
Will the Fed be more decisive in lowering rates and end the recent restrictive policy environment? Tune in to our latest monthly update to hear from…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
Experience
Education
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New York University - Leonard N. Stern School of Business
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Activities and Societies: Men's Ice Hockey
Licenses & Certifications
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Accredited Investment Fiduciary
FI360
Issued -
CERTIFIED FINANCIAL PLANNER™
CFP Board
Issued -
CRPC®
The College for Financial Planning
Issued
More activity by Vincent
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I always enjoy interacting with our colleagues at Exyte. Whether online, in person, or through a chance encounter at one of our global offices, I…
I always enjoy interacting with our colleagues at Exyte. Whether online, in person, or through a chance encounter at one of our global offices, I…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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Twin Cities connections, let's get together! This year's NASPP Fall Social Event is Wednesday, September 11 from 3:30 - 7:00pm! Please join the…
Twin Cities connections, let's get together! This year's NASPP Fall Social Event is Wednesday, September 11 from 3:30 - 7:00pm! Please join the…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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Explore a meticulously chosen collection of exclusive luxury listings that have secured contracts. Prepare to be captivated by remarkable properties,…
Explore a meticulously chosen collection of exclusive luxury listings that have secured contracts. Prepare to be captivated by remarkable properties,…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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culture : the word on cheese spoke to our co-founder Michele Buster about the crisis facing shepherds around the world, a problem she's devoted to…
culture : the word on cheese spoke to our co-founder Michele Buster about the crisis facing shepherds around the world, a problem she's devoted to…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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The relationship between the U.S. and India is entering a chapter of tremendous possibility. In just a few weeks, Nasdaq will join senior public…
The relationship between the U.S. and India is entering a chapter of tremendous possibility. In just a few weeks, Nasdaq will join senior public…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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Increased transparency and a diversified approach make this fast-expanding PE niche appropriate for certain individual, not just institutional…
Increased transparency and a diversified approach make this fast-expanding PE niche appropriate for certain individual, not just institutional…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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Younger generations seem to have a different view on money. Could social media be the cause? Check out what money dysmorphia means and get help to…
Younger generations seem to have a different view on money. Could social media be the cause? Check out what money dysmorphia means and get help to…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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HAPPY 35-YEAR ANNIVERSARY! 🎉 Congratulations to the employees celebrating 35 years with the National Hockey League this month! Greg Inglis…
HAPPY 35-YEAR ANNIVERSARY! 🎉 Congratulations to the employees celebrating 35 years with the National Hockey League this month! Greg Inglis…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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💡 Children whose parents talk to them about charitable giving are 20% more likely to give to charity than children whose parents do not discuss…
💡 Children whose parents talk to them about charitable giving are 20% more likely to give to charity than children whose parents do not discuss…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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Sustained success in the wealth advisory business can only result from careful planning, dedication, and a clear vision for the future. Creating a…
Sustained success in the wealth advisory business can only result from careful planning, dedication, and a clear vision for the future. Creating a…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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Great working with this team.
Great working with this team.
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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Well said, Barry! The breadth of our resources continues to be a huge reason why advisors are joining our firm.
Well said, Barry! The breadth of our resources continues to be a huge reason why advisors are joining our firm.
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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Wells Fargo Investment Institute looks at the investment implications of its belief that adequate, reliable power sources along with advanced-cooling…
Wells Fargo Investment Institute looks at the investment implications of its belief that adequate, reliable power sources along with advanced-cooling…
Liked by Vincent DeSimone, CFP®, CRPC®, AIF®
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