Vincenzo Menicucci
Client Service Associate
EDUCATION
Loyola Marymount University, BA, Economics
Pursuing MBA, Financial Planning and Services, California Lutheran University (expected 2026)
HIGHLIGHTS
FPA – Silicon Valley Chapter
Vincenzo is a Client Service Associate to our personal wealth clients who works directly with advisors and clients to support in client service and financial planning. A dedicated student, Vincenzo is pursuing his MBA with a concentration in financial planning and completing his coursework for the CERTIFIED FINANCIAL PLANNER™ designation. He is also an active member of the Financial Planning Association’s NextGen Committee, Silicon Valley chapter.