Vincent  De Giovanni,  CFP<sup>&reg;</sup> - Financial Advisor

Vincent De Giovanni, CFP®

MBA

Financial Advisor

Summit Financial Advisors, LLC

12 Penns Trail, Suite 351
Newtown, PA 18940

Summit Financial Advisors, LLC

5945 Corrigan Rd
Doylestown, PA 18902
(215) 500-5804

General

Vincent De Giovanni is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Financial Advisors, LLC in Newtown, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Employee Benefits, Government & Military, Mutual Funds, Retirement

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