Vincent R. Stempien, CFP

Vincent Stempien has been a Certified Financial PlannerTM for twelve years. He was one of the first certificants to become licensed by taking a rigourous two day national exam. He has actively used these skills to develop lasting client relationships. He spent over thirty years of continuous service with Citibank/Citigroup. During his last twelve years with Citibank, he was a Vice President in the Private Banking Group working with high net worth clients providing financial planning services, personal loans, mortgage financing, investment planning and estate planning to his client base. A major part of his current practice involves working with attorneys/Partners at major law firms. He is most proud of his ability to establish himself as a "trusted professional" to all of his clients.In addition to his CFP designation, Vincent has a B.A. from Trinity College in Hartford, Ct. and a MBA from New York University. He holds Series 7,24 and 65 Securities licenses and is a Registered Investment Advisor Representative. He is also licensed for Life, Accident, Disability, and Health Insurance and holds a New York State Real Estate license.