VINCENT P. MONTENEGRO, CFP®, CEPA®
I have over a decade of experience in the financial services industry, including research and decision making, which I share with my clients. I specialize in financial planning, insurance, investments, and financial strategies. Everyone should have a sustainable and intuitive written plan with goals and dates, which I am happy to assist with. I leverage my experience to gather the resources, information, and solutions to create your financial plan.
I provide honest, up-front advice on my areas of expertise, to guide your wealth journey towards success in a collaborative, intuitive fashion. If you are an individual looking to make big strides and partner with someone who gets it, reach out and connect with me.
As a CFP® professional I have the duty to act in your best interest in accordance with CFP Board’s Standards. I have duty of loyalty. Your interests are first and foremost, and to make full and fair disclosures of material facts and conflicts of interest. I have the duty of care. This means to act with care, skill prudence and diligence of a prudent professional.
Vincent holds a Series 7 and Series 66 through LPL Financial. In addition, he holds Insurance General Lines Life, Accident, Health & HMO licenses. He has satisfied the NAIC suitability in Annuity training and maintain his certification in Texas Long Term Care Partnership program. He graduated from University of Kansas with a Bachelor of Science degree in Business Administration and has since earned his Certified Financial Planning™ designation, and Certified Exit Planning Advisor certification.
Vincent's father was very active in his community and instilled in him the importance of giving back to those less fortunate. His primary focus outside of his family and being there for his clients, was serving the homeless or the under-served, in any way he could. His father also, a champion for the underserved, which Vincent has continued as his own.
Vincent has been active in the City of Farmers Branch Chamber of Commerce, The Tri-County Hispanic Chamber of Commerce, The Greater Dallas Hispanic Chamber of Commerce. Vincent has volunteered in organizations such as Operation Care, specifically working with homeless veterans.
So, don’t hesitate to ask Vince how he can help you champion your cause or plan for a life event which may require guidance. He's a great listener, who wants to learn more about you.