Business and Estate Planning Services

 

My name is Vince Aimetti. Welcome to my Web site.

As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:

Chartered Life Underwriter (CLU), Chartered Financial Consultant(ChFC) 
FINRA Registration: 
Series 7, 63 & 65

My academic achievements include:

MBA from the University of Virginia's Darden School

My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you pursue your goals. Then I’ll recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. 

My family and I enjoy golf, skiing and vacationing.

Thank you for visiting my website.


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck