Vicco serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. Vicco believes in personalizing financial advice, seeking to understand client wants and needs, and in the construction and implementation of tailored financial strategies designed to maximize wealth and peace of mind. He practices a holistic approach of wealth management that includes: Investment and Tax Strategies, Income Planning, Asset Protection, Business Succession Planning as well as Charitable and Estate Planning.
Prior to joining Creative Planning, Vicco was a Financial Planner for one of the nation’s largest investment advisory firms where he worked directly with high net worth individuals, families, and business owners. Vicco’s passion for wealth management led him to become a CERTIFIED FINANCIAL PLANNER™ and is fueling his current pursuit of becoming a CPA.
Vicco graduated from the University of Miami with a Bachelor’s degree in Business. He has also received his Masters of Business Administration degree in Finance.
Vicco lives in Miami with his family. He is a private helicopter pilot and scuba divemaster. He enjoys water sports, weightlifting and playing golf year round in South Florida.