Vince Silva, CFP®, CLU®, AIF® in

Vince Silva, CFP®, CLU®, AIF®

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Partner at WestPoint Financial Group
📍 Greater Chicago Area, United States

Vince is a Partner at WestPoint Financial Group, a CERTIFIED FINANCIAL PLANNER™, and a Chartered Life Underwriter (CLU®), specializing in holistic financial planning, investment advisory, and retirement strategies. He also focuses on estate, insurance planning, and business continuation strategies.

He actively shares insights on financial preparedness, tax implications of wealth, and efficient management of investments and estate plans. He also highlights career opportunities within financial planning.

Vince has been a Qualifying Member of the Million Dollar Round Table (MDRT) every year since 2013.

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Experience
18 Years
Current Role
Partner
Location
Greater Chicago Area, United States
Personality Overview

How Vince shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Vince cares about

Holistic Financial Planning
Vince's professional introduction explicitly states his expertise in offering holistic financial planning, encompassing investments, retirement, and estate strategies.
Retirement Planning
His posts discuss strategies for tax-efficient accumulation and income generation in retirement, indicating a focus on long-term financial security for clients.
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Career

Work history

1-2015
Partner
WestPoint Financial Group
1-2015 - 2-2016
Vice President
Hoopis Group
1-2008 - 1-2015
Financial Advisor
Northwestern Mutual
In the press

Media appearances

The WestPoint of View: Vince Silva. Featured in WestPoint Financial Group – In the Community
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Vince Silva – Associate Profile. Featured in WestPoint Financial Group – Associates
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Education
2007 - 2009
B.A.
Carthage College
2005 - 2007
Finance
Loras College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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