Knowledge is the key to success in all of life's decisions. The more you know, the easier it is to make intelligent choices.... Brian Kennedy

CONNECT

Address:

3806 Market Street Suite 1
Camp Hill, PA 17011

Phone:

(717) 774-7080

Fax/Other:

(717) 920-7645

Vincent J. Catalano AIF ®,       CRPC ®,  CLTC

Vincent J. Catalano AIF ®, CRPC ®, CLTC

Wealth Planning Advisor and Vice President

Understanding where you have been and where you are now enables you to improve yourself and grow as an individual to reach your goals. 

I grew up in a family business which instilled a strong work ethic and helped me realize the value of a dollar at a young age. At 12 years old, I began my career in the family business working on weekends. As I matured, I began to learn all aspects of the business and eventually was involved in the management and all aspects of the business. The experience of working with family instilled values that I was able to transfer into my life and the lives of others.

After 25 years, our family sold the business. Having spent 25 years in the business, I was able to see the ups and downs of the economy and life. This insight showed me the importance of planning for life and how to apply it to individual financial needs. I chose to enter the financial planning world and work with Brian Kennedy, a friend and colleague since our days together in little league baseball. Brian's dedication and devotion to friends, family and clients aligned with the same qualities my family ingrained in me to assist people and be involved in their lives.

As a Wealth and a Financial Planner, I specialize in helping clients by bringing all the pieces of their financial lives together. Providing solutions and options in order to provide the client with the appropriate advice based on the client's needs is very important. I enjoy helping clients find the answers to make their planning more successful, through financial education. Tell me your story and let's work on making future ones!

 

My Bio

Vincent J Catalano is a Vice President at Kennedy-Catalano Advisors Key Financial Group LLC and Vice President of KCA Wealth Management LLC.

Vince has been a member of the National Association of Insurance and Financial Professionals ,since 2009. He is also a member of the Financial Planning Association and the Estate Planning Council of Central Pennsylvania ,Inc. He specializes in the areas of

Prior to joining Kennedy-Catalano Advisors Key Financial Group LLC, formerly Key Advisors Group, he was Vice President of Catalano's Inc. which owned and operated two restaurants. Catalano's opened its doors in 1976 and Angelina's followed in 1985. Both were located along the banks of the Susquehanna River in Wormleysburg, and were staples in the region. Catalano's was also a popular destination for Presidents, Governors, politicians and celebrities. The Catalano family decided to sell both restaurants at the end of 2007 after a solid 30 years of business.

Vincent brings a wealth of experience from a business stand point, as well as his relationships with the community and businesses. His clients include Baby-Boomers, Families, Retirees, Business Professionals and Small Business Owners. He has brought a deep passion to help clients and businesses with strategies for protection and success in life and business.

Vincent's  investment qualifications include his designation as Accredited Investment Fiduciary AIF®   a designation from fI360®  Global Fiduciary Insights .

He is a Chartered Retirement Planning Counselor(CRPC ® )))) ))))) )     )  ) from The College For Financial Planning .The CRPC program is developed with a focus on client-centered problem solving. The study program to become a CRPC is an in-depth cirriculum of the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more. 

Vincent has been certified by The Corporation for Long Term Care,Inc. as a CLTC graduate.   CLTC stands for "Certified in Long-Term Care," a designation granted by the Corporation For Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance. 

He is an instructor and public speaker for many local financial, educational courses and seminars. Many of the Financial Planning and Retirement courses, which he instructs, are sponsored and/or hosted by local colleges and Universities including HACC ,Central Pennsylvania's Community College and Penn State Harrisburg . Many of the Financial Planning and Retirement courses, which he instructs, are sponsored and/or hosted by local colleges and Universities including HACC ,Central Pennsylvania's Community College and Penn State Harrisburg 

Vince is an approved CPE(Continuing Professional Education) instructor through Lincoln Financial Advisors Corporation by the National Association of State Boards of Accountancy - NASBA to instruct courses for CPA's,in the state of Pennsylvania,to assist them in meeting their requirements for continuing education. 

Vincent has a daughter Coryann, who he takes great pride in; she is a student at Bishop McDevitt High School. He has coached her CYO and Recreational basketball team and is Vice President of the Saint Margaret Mary's Athletic Association.

Vincent is a Registered Representative and Investment Advisor Representative of Lincoln Financial Advisors Corp. LLC and offers securities in Pennsylvania. He is Insurance-Licensed in Pennsylvania .

Phone 717-774-7080
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck