Broker Check
Vincent D’Angelis, CRPC, RFC | Senior Director

Vincent D’Angelis, CRPC, RFC | Senior Director

Senior Director

Vincent partnered with his father, Louis, in 2004 and formed D’Angelis Wealth Management in 2010. This move allows him and his father to enhance their personal service and unbiased guidance. Prior to forming their independent practice, the father/son team worked together at Oppenheimer & Co.

Vincent is a graduate of Lafayette College with a Bachelor’s Degree in Economics. Vincent holds the General Securities Representative Certification(Series 7), the Uniform Securities Investment Agent State Law Examination (Series 63) and the Uniform Investment Advisor Law Examination (Series 65), which are currently held with LPL Financial. Chartered Retirement Planning Counselor® designated by the College of Financial Planning and Chartered Financial Consultant® he has completed extensive financial planning courses with emphasis on risk management, personal taxation and estate planning. Additionally, he maintains life insurance licenses in several states, and has a vast knowledge of the investment landscape.

Vincent is married and has two children. Outside of financial services, baseball is one of Vincent’s greatest passions. He played professionally in Italy before fully committing himself to become a financial advisor.