Home > Vicco von Bülow, MBA, CFP®, CPA

Vicco von Bülow, MBA, CFP®, CPA

Wealth Manager, Partner

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 to 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 has earned the CERTIFIED FINANCIAL PLANNER™ designation and is also a licensed Certified Public Accountant (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.

Articles by Vicco von Bülow, MBA, CFP®, CPA

*See all Creative Planning disclosures and sources.

 

"*" indicates required fields

Let's Get to Know You

"*" indicates required fields

Thank you for your interest in Creative Planning

Were you referred?
This field is hidden when viewing the form
0 of 500 max characters
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
50 of 500 max characters
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

Prefer to discuss over the phone?
833-416-4702