Vincent Grosso, CFP®
Vincent is a CERTIFIED FINANCIAL PLANNER® professional with a specialized focus on providing planning to pre-retirees and retirees. Additionally, Vincent serves as an advisor to small businesses, offering advice on optimizing their workplace retirement plans. Vincent has been featured in publications such as CBS News, CNN, and Time Magazine.
In 2019, Vincent founded the Joanne Grosso Foundation which is a nonprofit organization committed to uplifting those affected by cancer, through performing arts. The foundation has presented performers from some of the top shows on Broadway.
Vincent holds a bachelor’s degree from New York University.
Who I Serve
While I serve a range of individuals and families, I specialize in working with the following:
Pre-Retirees & Retirees
I work with those within a few years of retirement and current retirees. Many questions may arise when planning for retirement and while in retirement. My goal is to make retirement planning an enjoyable and uncomplicated experience.