Vincenzo Testa (CFP®, CPA)

Vincenzo Testa focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • High Net Worth Client Needs
  • Real Estate Investments
  • Retirement Plan Investment Advice

NAPFA Start Date

September 11, 2023


This Office

1819 Fifth Ave Historic Downtown Troy Troy, NY 12180 Phone: (518) 720-3333