About Vincent
As Director of Practice Management, Vince is responsible for setting the strategy and executing programs that help advisors build and manage a better practice. Additionally, he heads up experience measurement initiatives, driving quantitative insights to create a better client experience.
Vince has extensive experience across all facets of the wealth management industry. Prior to Focus, Vince led the Practice Management group and consulting projects for Loring Ward, a third-party asset management platform. Prior to Loring Ward, Vince worked in a financial planning capacity for a 35-person wealth advisory firm in the San Francisco Bay area. Vince also served in a number of product management and consulting roles with Charles Schwab, Northstar Wealth Management software, US Trust, Visa and Bank of America. Formerly based in Silicon Valley, he has also consulted on improving omni-channel experiences since 1994.
Vince received his bachelor’s degree in political science with a minor in business management from San Diego State University. He is a past president of the Financial Planning Association (FPA) of San Francisco and has served on the Marin County Estate Planning Council Board of Directors.
Vince is based in the Monterey, CA area. An avid outdoorsman, he enjoys snow skiing, mountain biking, adventure motorcycling, and #vanlife with his significant other, three sons, and his German Shorthaired Pointer (GSP) dog, Bodie.
As Director of Practice Management, Vince is responsible for setting the strategy and executing programs that help advisors build and manage a better practice. Additionally, he heads up experience measurement initiatives, driving quantitative insights to create a better client experience.
Vince has extensive experience across all facets of the wealth management industry. Prior to Focus, Vince led the Practice Management group and consulting projects for Loring Ward, a third-party asset management platform. Prior to Loring Ward, Vince worked in a financial planning capacity for a 35-person wealth advisory firm in the San Francisco Bay area. Vince also served in a number of product management and consulting roles with Charles Schwab, Northstar Wealth Management software, US Trust, Visa and Bank of America. Formerly based in Silicon Valley, he has also consulted on improving omni-channel experiences since 1994.
Vince received his bachelor’s degree in political science with a minor in business management from San Diego State University. He is a past president of the Financial Planning Association (FPA) of San Francisco and has served on the Marin County Estate Planning Council Board of Directors.
Vince is based in the Monterey, CA area. An avid outdoorsman, he enjoys snow skiing, mountain biking, adventure motorcycling, and #vanlife with his significant other, three sons, and his German Shorthaired Pointer (GSP) dog, Bodie.