Vincent M. Toscano, CFP® CIMA® in

Vincent M. Toscano, CFP® CIMA®

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Private Wealth Advisor, CFP®, CIMA® at Toscano Financial Group
📍 New York City Metropolitan Area, United States

Vincent M. Toscano is the founder of Toscano Financial Group with over 30 years of experience as a private wealth advisor for high-net-worth individuals. He specializes in estate planning, wealth preservation, and business succession. A Hofstra University graduate, he holds both CFP® and CIMA® certifications and has been recognized by Forbes as a top professional.

Outside of his professional work, Vincent is deeply committed to his community. He is an active member of the Columbus Citizens Foundation, where he has served on the Board of Governors and as the Chairman of its High School Scholarship Committee, demonstrating a passion for philanthropy and education.

He was ranked #16 in the United States and #2 in New York in Forbes list of Top Financial Security Professionals.

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Experience
34 Years
Current Role
Private Wealth Advisor, CFP®, CIMA®
Location
New York City Metropolitan Area, United States
Personality Overview

How Vincent 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 Vincent cares about

Wealth Preservation
This is a core focus of his practice, where he provides customized financial solutions to high-net-worth individuals, executives, and business owners.
Estate & Succession Planning
He concentrates his practice on providing solutions for clients in the complex areas of estate and business succession planning.
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Career

Work history

10-1991
Private Wealth Advisor, CFP®, CIMA®
Toscano Financial Group
In the press

Media appearances

Vincent Toscano – Private Wealth Advisor, CFP®, CIMA® – Toscano Financial Group. Featured in Toscano Financial Group
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Vincent Toscano - Toscano Financial Group - Forbes. Featured in Forbes
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Education
Bachelor of Arts - BA
Hofstra University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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