The Vince Cerullo Group

About Vince

Vince entered the financial services industry in March of 1994. He completed the Certified Financial Planning (CFP) course in 1997 and has maintained the designation since that time. The course involved extensive study in the areas of personal financial planning, retirement planning, tax planning, business succession planning and related law. It also requires 30 hours of continuing education each year in order to keep the designation in good standing. Vince’s philosophy of financial planning is based on the belief that successful financial planning is a long-term, ongoing project.

He begins with an in-depth questionnaire in order to determine your overall objectives and then tailors a plan to meet your needs. Vince believes the foundation of a good advisor-client relationship is built on trust, honesty and integrity.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.