Vincent DeSimone

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.