Vincent J. Luongo, CRPC CRPS
First Vice President - Investments
Senior Financial Advisor
First Vice President – Investments
Senior PIM Portfolio Manager
Vincent Luongo is a financial advisor with over 16 years’ experience in the financial services industry. Vincent focuses on creating comprehensive wealth management strategies for professionals, business owners, corporate executives, and wealthy families and individuals. Vincent also provides consulting services for business and corporate retirement plans, as well as corporate cash management.
Prior to joining Wells Fargo Advisors in 2019, Vincent started his career at Morgan Stanley and later UBS Financial Services, where he held the title of Retirement Plan Consultant and Portfolio Manager. Vincent believes the investment planning process is the key factor in building wealth prudently and intelligently. He conducts a thorough assessment of each client’s complete financial picture, including assets, liabilities, insurance needs, and cash flow. He believes the most important aspect is understanding each client’s unique goals and aspirations. Vincent uses this information to create strategic wealth plans based on these objectives.
Vincent graduated with Honors from the University at Albany with a BS in Finance. Vincent obtained the CHARTERED RETIREMENT PLANS SPECIALIST and CHARTERED RETIREMENT PLANNING COUNSELOR degrees from the College of Financial Planning in 2011 and 2016 respectively. 2021 through 2023, Vincent was recognized as a Five-Star Wealth Manager* by Five Star Professional. Also in 2023, Vincent was recognized on the Advisors to Watch list by Advisorhub*.
Vincent is also a long standing member of the Mid Island Rotary club of Staten Island, a non-profit serving the Staten Island community, also having served as the President of the club in 2014 – 2016. He was recently honored in 2021 as a Paul Harris Fellow.
Away from the office, Vincent enjoys sports and traveling. He lives in Clark, NJ with his wife Chrystie-Lynn and four children.
California Insurance License # 4091422
* The AdvisorHub 2023 Advisors to Watch rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria from December 31, 2021 to December 31, 2022. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*This award was issued on 12/1/22 by Five Star Professional (FSP) for the time period 03/21/2022 through 10/18/2022. Survey conducted by Five Star Professional, an independent third-party research firm, who received nominations from peers or firms in the New Jersey-area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. The Five Star award is not indicative of the wealth manager's future performance. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. For more information: Click Here