Retirement Savings, Financial Planning, Wealth Management, Hershey, Camp Hill, Carlisle PA

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Vincent J. Catalano, AIF®, CRPC®, CLTC®

Vincent J. Catalano, AIF®, CRPC®, CLTC®

Wealth Planning Advisor and Vice President

Vince always had an interest in the financial industry, and got an early start on learning how to run a business. Growing up, Vince’s family owned a hospitality business, and he began working there on weekends when he was just 11 years old. By the time he graduated high school, he was running one of their restaurants himself.

Vince entered the financial industry in 2005, and went on to obtain his AIF®, CLTC®, and CRPC® certifications as a financial advisor. With over 15 years of experience in the industry, Vince helps his clients to identify gaps from not only a financial perspective, but a legal and accounting perspective as well. He also continues to apply the principles of communication and customer-focused service that he learned in his family’s business in his financial work today.

Vince was born and raised in central Pennsylvania and continues to live in this area with his wife, Jackie. Their daughter, Cory Ann, and her husband also live close by. Family is central in Vince’s life, and he spends much of his free time with his loved ones. He also enjoys travelling when he gets the opportunity to do so, but you’re most likely to find him out on the golf course on the weekends.

Vince believes in building a strong relationship with every client he works with, and maintains a philosophy of service first, last, and always. His experience and commitment to exceptional service helps him to provide tailored solutions and the best possible plan for every client’s circumstances.