Vincent Barbera (CFP®, MSFS)

Vincent Barbera focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Newbridge Wealth Management is a comprehensive advisor specializing in all aspects of your financial life. We will review your retirement plan, education plan, investments and estate documents. We will review current and future cash flow to ensure that you can reach your goals.

We fully embrace our responsibility as a Fiduciary and will work hand in hand with you to make smart financial decisions for your family.

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Additional Information

Vincent R. Barbera has been working in the financial services industry since the dot.com bust. Mr. Barbera began his career as a financial planner with the Vanguard Group in 2002 and joined TGS Financial Advisors, an independent fee-based RIA firm, in July of 2006. Mr. Barbera established his own Registered Investment Advisor firm, Newbridge Wealth Management, with another like-minded individual, Chris Wiegand.

Mr. Barbera graduated from the University of Pittsburgh with a degree in Psychology and Business. He holds the Certified Financial Planner™ (CFP®) designation and graduated in 2016 with his Masters in Financial Services from Saint Joseph’s University in Philadelphia, PA.

Mr. Barbera is actively involved in the financial planning community, currently serving as Past President on the Board of Directors with the Philadelphia Tri-State chapter of the Financial Planning Association (FPA). In addition to his responsibilities with the local FPA, he is actively involved with his children's education, specifically with the Montessori Children's House of Valley Forge. Vincent has been quoted in numerous publications including; The Wall Street Journal, Financial Planning Magazine, San-Diego Union-Tribune, TheStreet.com, and Kiplinger’s Retirement Report.

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NAPFA Start Date

January 01, 2014

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This Office

1055 Westlakes Dr Ste 300 Berwyn, PA 19312-2410 Phone: (610) 727-3960 Fax: 610-750-9274