Financial Real Estate
Resume:
Conte Financial Planning
Vincent M. Conte
Chartered Financial Consultant
Certified Financial Planner
Masters of Science Financial Services
PO Box 2215
Anna Maria Island
Fl.34216, USA
Phone: 941-***-****
E-mail: ********@*****.***
Web: http://www.contefinancialplanning.com
My career in sales and marketing of financial services and products, spans almost 30 years.
As early as 1980 I acquired a real estate agents license, 1982-my first SEC license series 22, then went on to attain the following licenses, certifications and degrees:
SEC series 22, 6, 63, 7, and 24;
Insurance: life, health, variable, P&C;
Certifications: CFP: Certified Financial Planner, CFS: Certified Funds Specialist, ChFC: Chartered Financial Consultant;
Degrees; BA: Bachelor of Arts, MSFS: Masters of Science in Financial Services.
Founder of Conte Financial Planning, LLC, netting a personal income of over $500,000 annually,
primarily from asset management fees and commissionable products.
My community involvement includes acting as an active Board Member for three years of the 5,000+ of The Calvary Assembly Church, in Orlando, Fl. I was also on the Board of Directors for The Orlando Opera Company, past Treasurer and Board Member for Teen Challenge of Florida, Board Member for The Financial Planning Association of Orlando, one of 15 Founding Members and past Board Member of the Christian Financial Planning Institute. Currently, acting Secretary for, Creation Worldview Ministries, Orlando, Fl.
I have also been, along with my wife Candy, a participant in the Calvary Assembly Church Sanctuary Choir for over 15 years, (120 voices strong).
In 2004, I was chosen by the National Republican Committe, as The Small Businessman of the Year in Orlando, Fl.
I have authored the book: Educated Investing and numerous articles in industry and national publications.
Finally, (maybe?), I Founded and was the host of Financial Focus, a financially oriented radio program,
airing on both a weekly and often daily basis.
Additional Information:
Employment Type: full time
Job Category: - Certified Financial Planner
Job Title: Consultant
Years of Experience: 30+
Relocation: No
Employer List: Cigna Financial; Smith Barney, (formerly Shearson - Lehman Hutton), The MONY Group, (Mutual of New York), now AXA
School Listing and Education:
6/2000
The American College
Bryn Mawr, P.A.
Masters of Science In Financial Services
At the time there were less than 1,000 individuals who had earned the noted degree of;
Masters of Science in Financial Services from the 80+ year old institution.
6/2000
The American College
Bryn Mawr, P.A.
Certification
Earned the ChFC, or Chartered Financial Consultant designation,
which is basically the equivalent to the CFP as it relates to the Insurance Industry.
2/1996
Certified Funds Specialist Institute
L.A., Calif.
Certification
Earned the Certified Funds Specialist designation and managed almost $100 Million dollars directly on a fee for service basis.
3/1987
College for Financial Planning
Denver, CO
Certification
Earned the CFP, or Certified Financial Planner's designation directly from the College in Denver.
I was the 987th person to attain the CFP designation. Currently, there are approximately 50,000+ certified, and many are inactive.
5/1982
Thomas A. Edison State College
Princeton, N.J.
Bachelor's Degree
Attained a 3.5 + GPA while attending various required college courses mostly during the evening's and weekends,
while maintaing full time employment and building a business.
On a final note, I am one of fifteen Certified Financial Planners who together with the strong guidance and wisdom of Mr. Larry Burkett,
the well known Christian author, radio show host, and Financial Counselor,
established The Christian Financial Professionals Network. Mr. Burkett past away several years ago and the ministry organization
is now known as; Kingdom Advisors, under the leadership of Ron Blue who is equally well known in his own right.
Contact this candidate