Vincent D'Addona

Mr.

Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, CEPA®, AEP® (Distinguished) is a founding member of Valent Wealth, LLC, an independent full-service wealth management and financial planning firm. Valent Wealth seeks ways to blend education, powerful communication, and wisdom to guide clients to eliminate threats, fulfill obligations, and capitalize on opportunities in their lives. Vince has 45 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. As one of the financial security profession’s most highly regarded speaker/trainer/development coaches, Vince is often known as the experts’ expert. He has helped hundreds of clients move closer to their full financial potential and has helped do the same for countless other financial professionals. 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 Education Bachelor of Arts, Biochemistry Cornell University Master of Science, Financial Services The American College Professional Valent Wealth, LLC - Founder Currence LLC - Founder Bull Harbor Capital - Investment Advisor Representative Prometheus Planning, LLC - President First Financial Group - Associate Professional Organizations and Committees Financial Planning Association Society of Financial Service Professionals 2005 - 2008 Director New York City Chapter 2008 - 2009 Executive Vice President NYC Chapter 2009 - 2010 President Finseca (Formerly AALU) Workshop Sub-Committee Chair 2010 Annual Meeting Breakout Session Speaker at the 48th AALU Annual Meeting Workshop Committeeman for 2015, 2017 Annual Meeting 2022 – 2024 Board Member Forum400 (Formerly International Forum) Breakout Session Speaker 2015 Annual Meeting 2018 - 2020 Director 2020 - 2021 Vice President 2021 - 2022 President 2022 – 2023 Chairman International Association of Registered Financial Consultants Million Dollar Round Table Life and Qualifying Member-43 years Top of the Table-23 years Focus Session Speaker at the 2003 MDRT National Meeting National Association of Insurance and Financial Advisors NYC NAIFA 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 Guardian Life Insurance Company Senior Sales Consultant President of the Executive Committee 1992 – 1993 Field Product Committee 1987-2023 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 Estate Planning and Business Insurance Trainer