Investment Advisor Representative
As an AFS and SagePoint Financial Advisor, Vince believes in investing his time with his clients and developing a relationship with them, so he can understand their concerns in life today and the goals they wish to achieve in the future. Vince believes that all good financial plans should be coordinated with other professionals, such as your CPA, family attorney, and other professionals. A good financial plan should develop options for clients to utilize in retirement or other goals they have established.
Vince began his career as a financial professional in 1996 after serving our country as a United States Marine. His career led him to employment and training with several firms exposing him to various forms of financial education, including attending Pacific Coast Banking School at The University of Washington Campus with an emphasis in banking and finance. He left Edward Jones as a financial advisor to further his education in financial planning and investing in himself and in his clients to become fully independent and running his own business. Through Advanced Financial Solutions Vince implements the fiduciary standard and transparent processes of working with clients to help them achieve their goals.
Vince is active in the community, serving as a board member of the Vista Education Foundation, Member of Vista Optimist, Past President of Rotary Club of Camp Pendleton, chaired the Audit Committee for the Combined Health Agency for the United Way, and was also a board member of the North County Hispanic Chamber of Commerce.