Vincent  Bonanno, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Vincent Bonanno, Jr. CFP®

JD,

Planning Matters LLC

12213 Amberset Drive
Knoxville, TN 37922
FINANCIAL ADVISOR'S WEBSITE
(518) 348-1880 CONNECT WITH Vincent
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General

Vincent Bonanno is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Planning Matters LLC in Knoxville, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Insurance Licenses

  • Life insurance: NJ,NY,NC,PA
  • Health/disability insurance: NJ,NY,NC,PA
  • Fixed annuities: NJ,NY,NC,PA
  • Variable annuities: NJ,NY,NC,PA

Broker-Dealer Affiliation

The Investment Center, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Special Needs

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