Vincent J. Luongo, CRPC CRPS
First Vice President - Investments
First Vice President – Investments
PIM Portfolio Manager
Vincent Luongo is a financial advisor with over 15 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.
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