Vincent DeSimone
CFP® CRPC® AIF®
MANAGING Director, PARTNER.
VINCENT'S STORY
For twenty years, I’ve had the privilege of guiding clients and their families towards their long-term financial goals. Being a CFP® practitioner I have the tools and expertise to help clients navigate the complex world of financial decisions to achieve a state of financial well-being. My expertise covers investment planning, wealth management, equity and executive compensation, insurance, estate planning strategies, and retirement planning, all wrapped in a comprehensive approach.
My journey began as an intern in 2003 and blossomed into a full-time commitment after graduating in 2005. As a co-founder of AKD Wealth Partners, our strong bond and shared vision fuels my passion and client-focused approach, allowing us to offer a wide range of services and capabilities to both individuals and businesses.
I oversee the team’s corporate and executive services offering with extensive insight and experience in equity and executive compensation structures. Over two decades, I have worked with thousands of executives and directors and over one hundred issuers. With the vast resources of Wells Fargo Advisors Financial Network (FiNet) at my disposal, I create equity compensation plan solutions that align with each executive’s needs while mindful of their corporate culture. From Rule 10b5-1 trading plans to hedging strategies and concentrated position analysis, each task brings us closer to achieving financial clarity and effectiveness.
What Motivates Me
We are the only FINET practice headquartered in NYC, the financial capital of the world. We have access to a variety of the resources and relationships on our doorstep. It matters. Especially to CEOs, CFOs, and C-suite executives.
Life Outside work
Outside of work, my time is filled with my young family’s sports schedule, parties, and travel. I live in Ridgefield, CT with my wife Marisa, daughter Mariana, and son Miles.
Fitness is my sanctuary, and I enjoy the early morning quiet of a long-distance or trail run or weight training. I relish the camaraderie of my local men’s league ice hockey team and the concentration of the golf course. My wife and I love cooking together with our kids, and I am an avid reader.
I graduated with top honors from the Stern School of Business at New York University where I pursued a double major in Finance and Marketing. I also was a member of the Men’s Ice Hockey team. This rigorous academic, sports, and New York City environment built the foundation of my professional journey and led me to my career. I am also currently serving as VP, Treasurer of the Ridgefield Amateur Hockey Association. The association serves and promotes the Ridgefield, CT youth travel hockey program.
I hold several securities registrations— backed by Series 7, 9, 10, 63, and 65—as well as insurance licenses. I also have attained the valued designations of CFP®, Chartered Retirement Planning Counselor(SM), and AIF®, Accredited Investment Fiduciary®.
A life-long learner, I am dedicated to continuous personal and professional growth.
Wealth & Planning Resources
We hope the attached pdf’s below will be of interest.
