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." ...Vince Catalano


With over 12 years of experience in helping clients regardless of economic climate, Vince has sought to empower them to achieve their ideal future while operating within their means. Vince delivers the high-caliber of commitment and experience necessary to create financial planning strategies and translate them into actionable steps to pursue a successful outcome. He values relationships and believes that a successful engagement can only be realized through a shared vision, goals and understanding your core values.

Vince 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.

As an active member of the financial, business and estate planning community, Vince is always on the forefront of industry changes and innovations. He holds the designations, certifications and affiliations listed below:

 He is Insurance-Licensed in Pennsylvania. 



Additional Information

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.

Vince resides in Harrisburg, PA with his wife, Jackie.  He enjoys spending time with family, traveling, golf and supporting local charities. 


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 Charities, Colleges, and Universities.

Vince is an approved CPE(Continuing Professional Education) instructor 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.

Tax and legal advice are not provided by Kennedy-Catalano Advisors Key Financial Group  LLC, KCA Wealth Management LLC or its associates.  Please consult with your personal attorney or CPA to assess how a strategy may affect your individual situation.

Use of the AIF designation does not necessarily indicate that KCA Wealth Management LLC or its Representatives are acting in fiduciary capacity for an ERISA plan.

Vincent Catalano is a registered representative of ProEquities. KCA Wealth Management is a marketing name for registered representatives of ProEquities Securities and investment advisory services offered through ProEquities., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through affiliates and other fine companies and state variations thereof. 

Phone 717-774-7080