Vincent Crivello
Education
San Diego State University
BA, Political Science (Business Management Minor) 1987-01-01 - 1990-12-01Work Experience
Focus Partners Wealth
Current
Focus Partners Wealth
Enzo Asset Management
Current
Enzo Asset Management
Buckingham Wealth Partners
2019-04-01 - 2024-03-01
Buckingham Wealth Partners
Focus Partners Advisor Solutions
2009-03-01 - 2019-04-01
Focus Partners Advisor Solutions
Financial Planning Association (FPA)
2010-04-01 - 2015-12-01
Financial Planning Association (FPA)
Marin County Estate Planning Council
2010-01-01 - 2014-01-01
Marin County Estate Planning Council
LFA Private Wealth Management
2006-04-01 - 2009-01-01
LFA Private Wealth Management
Northstar
2004-11-01 - 2005-12-01
Northstar
Charles Schwab
1999-04-01 - 2004-11-01
Charles Schwab
CKS Group
1996-04-01 - 1999-04-01
CKS Group
Skills
Summary
Since 2001, I've helped advisors deliver a more compelling wealth management experience to drive growth in a scaleable way. I have experience across multiple facets of the RIA industry including fintech, financial planning, investment strategies, client communications, educational events, and business consulting. I'm an advocate of the Financial Planning profession and Evidence-Driven Investing, https://investing.buckinghamstrategicwealth.com. Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice. The Colony Group rebranded to Focus Partners Wealth in January 2025.
