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Webinar: Claiming Social Security: Strategies for Approaching Retirement

Meet Vince Vitale, CFA, CAIA

 

(800) 345-4783

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About Vince

Vince is committed to helping individuals and families feel confident about their financial well-being. He is a Chartered Financial Analyst and Chartered Alternative Investment Analyst. Taking a holistic approach, he educates and guides clients on all of life’s financial decisions involving investments, retirement, taxes, insurance, estate planning and more. His ultimate objective is to help people achieve their financial goals and retirement dreams.

Prior to serving as a financial adviser, Vince held several roles on Advance Capital’s investment team. He was an equity analyst, portfolio manager and director of research, where he contributed to the development of the firm’s investment philosophy and process for constructing client investment portfolios.

Vince earned a Master of Science degree in finance with a financial planning specialization from Walsh College and a Bachelor of Arts degree in finance from Michigan State University. He completed the Harvard Business School’s Investment Management Leadership Certificate Program. He also serves as President of the CFA Society of Detroit and Executive Board Member/Treasurer for the Men Who Care Corporation.

Connect with Vince on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CFA (Chartered Financial Analyst)
  • CAIA (Chartered Alternative Investment Analyst)
  • MS in Finance - Financial Planning Specialization from Walsh College
  • BA in Finance from Michigan State University
  • Investment Management Leadership Certificate Program from Harvard Business School

ADVISER Q+A

What influenced your decision to join Advance Capital?

How would you describe Advance Capital’s culture?

What do you think is important about giving back to your community – both at the firm and for you personally?

What’s your favorite piece of advice?

FUN FACT!

Vince’s dedication to achieving lofty goals is reflective in his athletic career, too. As an avid golfer, he has played a third of the top 50 public golf courses in the United States, with the goal to play them all in his lifetime.