Broker Check

Vincenzo Cesare

Financial Professional Phone: 516-506-7515

Vincenzo Cesare, better known as “Vinny” to friends and clients alike, was introduced to financial services as a high school student. He started out with an investment firm just as soon as he graduated and in two decades has never looked back. In the interim, he has built a successful financial planning practice, completed undergraduate degrees in Finance and Economics and an MBA in Financial Planning, while working full time.

In 2006, Vinny decided to go into practice with a partner – Aldo Verrelli, the founder of A. Verrelli and Associates. “It just made sense to work together,” he recalls. “My background is in investments, but I wanted to offer my clients a full spectrum of services including financial planning and insurance,” Vinny explains.
Many of Vinny’s clients are owners of small or mid-sized businesses. For this clientele, the firm offers 401(k) and other retirement plans, and many types of insurance including disability income, life and long term care. Vinny also frequently works with business owners and their families on personal financial planning, retirement planning, estate planning strategies and risk management needs. “I enjoy the
challenge of understanding what our clients already have in place and then finding strategies to address the gaps in their financial plan,” he says. Vinny is FINRA Series 7, 63 and 65 registered, and he also holds life, accident and health insurance licenses in multiple states.

Born and raised in Queens, Vinny continues to live there with his wife and two children. A self-professed workaholic, Vinny spends time outside of work with his family and tending to his rental properties. A freemason, Vinny is a member of the Garibaldi Lodge. He is also an active member of and contributor to the Italian American community and its causes.

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