My mission is to help clients achieve and maintain financial freedom so that they can focus their energy on what matters most.
Vincent is a Certified Financial Planner™ professional, the recognized standard of excellence for competent and ethical personal financial planning. In addition, he earned the Chartered Advisor in Philanthropy® and Chartered Financial Consultant® designations, whose recipients gain in-depth knowledge of the key financial planning disciplines including insurance, income taxation, retirement planning, investments, estate planning and charitable giving strategies.
Recognized as a resource in the medical community, Vincent has been published numerous times in physician friendly trade journals such as Physicians Practice and Medical Economics. He has also been invited to teach financial planning workshops at many hospitals and fortune 500 companies throughout the country.
Vincent’s experience as a financial planner has given him unique insight into the struggles many Americans face, as well as the solutions that work. He helps his clients take control of their money by getting organized, spending smarter & keeping focused on their goals.
Vincent Cucuzza is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 6 Corporate Dr., Shelton CT 06484. (203) 513-6000. I am licensed and registered in multiple states, please contact me for further information. L0117489259[exp1217]
My mission is to help clients achieve and maintain financial freedom so that they can focus their energy on what matters most.
Vincent is a Certified Financial Planner™ professional, the recognized standard of excellence for competent and ethical personal financial planning. In addition, he earned the Chartered Advisor in Philanthropy® and Chartered Financial Consultant® designations, whose recipients gain in-depth knowledge of the key financial planning disciplines including insurance, income taxation, retirement planning, investments, estate planning and charitable giving strategies.
Recognized as a resource in the medical community, Vincent has been published numerous times in physician friendly trade journals such as Physicians Practice and Medical Economics. He has also been invited to teach financial planning workshops at many hospitals and fortune 500 companies throughout the country.
Vincent’s experience as a financial planner has given him unique insight into the struggles many Americans face, as well as the solutions that work. He helps his clients take control of their money by getting organized, spending smarter & keeping focused on their goals.
I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information.
I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000. Domiciled in NY: CA Insurance License Number 0H61889. Arkansas Producer Insurance License Number 9054628.
