Vince Lafata
Financial Advisor @Navy Federal Credit Union
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WORK HISTORY
Financial Advisor @Navy Federal Credit Union
Phoenix, AZ, US
Our Members Are The Mission
EDUCATION
West Virginia University
Minor: Military Operational Art and Science/Studies
West Virginia University
Bachelor of Science (BS): Finance, Areas of Emphasis: Investments, Analysis, and Financial Planning
SKILLS
ABOUT VINCE LAFATA
Veteran, Financial Advisor, Chartered Retirement Planning Counselor (CRPC®), and Accredited Wealth Management Advisor (AWMA®). With over 8 years of experience in the Financial Services industry I believe that taking the time to understand and educate my clients is rewarded with the implementation of appropriate strategies geared towards long-term success.I am passionate about helping our members prepare for a secure and prosperous retirement. With a focus on personalized investment planning and retirement strategies, I strive to ensure that each member\'s unique financial goals are met with expert advice and comprehensive solutions.Navy Federal Investment Services contributes to the mission of Navy Federal Credit Union and seeks to bring value to its members through the investments and insurance solutions it offers that complement the traditional products and services of Navy Federal Credit Union. Financial Advisors concentrate on three basic components of personal finance management: Protection, Accumulation, and Ongoing Management.
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