Vincent De Giovanni (CFP®, MBA)
Vincent De Giovanni focuses in the
following client markets or areas of practice:
- College/Education Planning
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Vincent De Giovanni is committed to providing trusted,
objective and personalized financial advice to people from all walks of life.
Vince is intimately familiar with and specializes in solving retirement and
financial planning issues faced by commercial airline pilots and flight
attendants. He also specializes in providing financial solutions to the
firefighters, police officers, teachers, and members of the military who
proudly serve our communities and our nation.
Additional Information
Vincent De Giovanni is a principal and co-founder of
Summit Financial Advisors LLC. He holds a Bachelor of Science degree from the
United States Air Force Academy and a Masters of Business Administration from
DeSales University. Vince is a CERTIFIED FINANCIAL PLANNER™ practitioner having completed
the CFP® Certification Professional Education Program at the College for
Financial Planning. His professional affiliations include the National
Association of Personal Financial Advisors (NAFPA) and the Financial Planning
Association (FPA.) Vince is also a commercial airline pilot and a retired Air
Force Officer. He resides with his wife, Susan, and their two
daughters in Solebury Township.
NAPFA Start Date
December 28, 2004