Brian V. Vinagro, CFP<sup>&reg;</sup> - Financial Advisor

Brian V. Vinagro, CFP®

LPL Financial Planner

Peabody Wealth Advisors

150A Andover Street, Suite 10A
Danvers, MA 01923
FINANCIAL ADVISOR'S WEBSITE
(978) 304-1212 CONNECT WITH Brian
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General

Brian Vinagro is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Peabody Wealth Advisors in Danvers, MA and the surrounding communities.

Financial Advisor Overview

Why Work With Us? Dreaming of a retirement where you are able to create memories and maintain your current lifestyle, but aren’t sure how to reach that final destination? Rest assured, you aren’t alone. Even the most conservative retirement goals require careful and thoughtful execution. That’s where we come in. We Can Help! Peabody Wealth Advisors is in the business of helping people. With our team approach to financial planning, our method is holistic, personable, and most importantly - effective. Rather than fill your head with useless jargon and a confusing you with industry-speak, we bring clarity to your financial life through a transparent and client focused process. We build relationships with our clients in order to understand their unique needs and long-term goals. Our clients are passionate about planning for their future, and we are passionate about helping them pursue their goals. Here at Peabody Wealth Advisors, we take the guesswork out of planning for the future. Rather than roll the dice and hope that you hit the jackpot, you will partner with a team of experienced professionals who not only understand the nuances of careful financial planning, but also understand that we are all individual human beings and that each client needs to have a plan that caters to your unique needs and circumstances. Peabody Wealth Advisors will work with you personally to determine the best route to address your goals and then create and implement a plan to get you there sooner. When you enlist the team of professionals at Peabody Wealth Advisors, you get to sit back and envision a bright and well-funded future. We plan, so that you can dream.

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Financial Advisor Experience

Brian V. Vinagro, CFP® - LPL Financial Planner, specializes in Financial Planning and has worked in the financial services industry since 1997. His professional background includes work for firms like Merrill Lynch, Edward Jones, Stoddard Financial, and PWA. Driven to help individuals, families, business owners and not for profits work towards their financial goals through a goals-based comprehensive planning approach, Brian dedicates himself to educating his clients while getting to know them to understand what is important to them. Brian holds his Certificate in Financial Planning from Boston University and has a B.S. in Political Science from Salem State College. He is a CERTIFIED FINANCIAL PLANNER ™ practitioner, as well as a Licensed Life, Accident & Health Insurance Agent. He also holds FINRA Series 7, 63, & 66 Registrations through LPL Financial. During his off hours, he enjoys reading, cooking, fishing, coaching youth sports and sharing time outdoors with his family enjoying all that New England has to offer. Speaking of New England, Brian counts the region among his gifts in life, thanks to its mountains, beaches, and history. An avid reader and advocate of education, Brian enjoys coaching his kids and could talk for hours about his family. Brian’s parents led by example and taught him from a young age about the value of helping others as much and as often as you can. Bottom line: Always practice generosity. Practicing what he preaches about generosity, Brian was appointed to Peabody’s Community Development Authority in 2017 by Peabody Mayor Ted Bettencourt and serves on the Board of Directors for the Peabody Area Chamber of Commerce, Board of Overseers at Salem State University, Board of Directors for Citizens Inn, and volunteers his time as a Peabody Youth Soccer and Lacrosse Coach.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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Helpful Financial Planning Resources