Vince Perfetto

ABOUT

With over 25 years of diverse experience, I have co-owned and built a small business from scratch and directed a small nonprofit on the brink of bankruptcy to a financially thriving enterprise. I also volunteered at a struggling hostel in the poverty-stricken country of Laos, working with management to increase revenues by ten times within a couple of weeks.

I leverage this expertise in my current role to guide individuals, families, and business owners to build, preserve, and transfer wealth. My abilities include developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.

QUALIFICATIONS

• Project Manager, O’Brien Law Firm (2021-2024)
• Account Executive, Bonterra Software (2022-2022)
• Holds FINRA Series 7 and 66 securities license with LPL Financial
• Holds Florida life & health insurance licenses

EDUCATION

Graduated from Edison College with an Associate degree in Education.Certified from TEFL.org in Teaching English as a Foreign Language (TEFL) and Teaching English to Speakers of Other Languages (TESOL)

PERSONAL
My volunteer experience includes distributing food to those in need through Shire Sharing, being the Head Coach of a youth soccer team, and Communication Specialist for a nonprofit called No One Left Behind, which helps Afghans and Iraqis who worked as interpreters for the United States military.