It was while purchasing a life insurance policy that Vince was introduced to a career in financial services. Vince, who had just completed his training in civil technology with the intention of becoming a civil engineer, decided to change course and explore this new path. Three decades later, that momentous decision led to the thriving practice known as Lecce Financial Services.
Though he started out in the life insurance business, Vince very soon saw the value in taking a comprehensive approach to his clients’ finances. Once he had mastered the risk management side, Vince expanded his service offering to also include investments and fee-based financial planning. He is dedicated to continuing education in his field and has earned numerous designations including CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Certified Family Business Specialist (CFBS), Certified in Long Term Care (CLTC), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).
What Vince enjoys most, however, is helping clients plan their estates. “The majority of people don’t have the information or knowledge to plan for efficiency,” says Vince. “They don’t know how to go about protecting assets, how to transfer assets effectively, and how to minimize legal and financial ramifications,” he adds. As a result, Vince’s practice works with many clients and their legal advisors to make sure the proper documents are in place and that a client’s gifts, business, or other assets are left to beneficiaries in a tax-efficient manner.
Outside of work, one can find Vince actively involved in his faith community. He is a communicant of St. Anthony’s Church where he is a Eucharistic Minister, Lector, member of the finance committee, and he regularly helps with church fundraisers. True to his Italian roots, Vince admits he loves “all things Italian,” including making homemade wine – a family tradition he continues to this very day.