Vincent R. Barbera, CFP(r)
TGS Financial Advisors
Radnor, Pennsylvania - Philadelphia
Comprehensive financial planning - Contact Vincent R. Barbera
- Specialties
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- Comprehensive financial planning, employer stock options and retirement planning
- Privacy Policy
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- Your information is confidential and will not be shared with anyone. Read more
- Neither your contact information nor your financial information will be shared with anyone else, including individuals affiliated with the advisors, as well as any organizations associated with the advisor. Your information will neither be sold nor rented. You can opt out of educational emails at any time.
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About Vincent R. Barbera
I am a fee-only planner.
I have acquired over six year of experience as a financial advisor and planner that I can pass on to my clients. In addition to this experience, I am also pursuing a Master’s Degree in Financial Services.
I joined TGS from the Vanguard Group, where I worked for the past four years as a financial planner in the Asset Management department. In addition to my responsibilities as a financial planner, I led a number of business efficiency initiatives. I graduated from the University of Pittsburgh with degrees in Psychology and Business. In March of 2006, I earned my Certified Financial Planner (CFP®) designation. I am currently pursuing my Master’s in Financial Services from Saint Joseph’s University in Philadelphia.
I am actively involved in the financial planning community, serving on the Public Awareness Committee and having recently been elected to the Board of Directors with the local chapter of the Financial Planning Association (FPA). I am also an active member of NexGen, a national organization supporting young financial planners.
Experience
Prior to working for TGS Financial Advisors, Vince spent four years with The Vanguard Group. He is also regularly quoted at MainStreet.com as well as TheStreet.com and has also been mentioned in The Wall Street Journal and CNNMoney.
- Financial Advisor
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TGS Financial Advisors
July 2006 - Present
- Financial Planner
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The Vanguard Group
July 2002 - July 2006 (4 years)
Websites
Education
2008 - 2010
Saint Joseph's University - Erivan K. Haub School of Business
MSFS, Business Management & Finance
1995 - 1999
University of Pittsburgh
B.S., Psychology & Business
Press Mentions
June 2008
MainStreet.com
"Five Ways Recent Grads Can Save For Retirement"
May 2008
TheStreet.com
"Why Tapping Your 401(k) Early Can Sting"
May 2008
TheStreet.com
"How To Buy the Right New Car for the Right Price"
November 2008
CNNMoney.com
"How high earners can grab a Roth IRA"
March 25, 2009
Philly.com
"Don't let death steal your wishes: Write a Will"
June 23, 2008
Bankrate.com
"Retirement accounts for Newbies"
July 27, 2008
The San Diego Union-Tribune
"Bridging the Gap: Be sure to explore health coverage options after a layoff"
February 12, 2009
Mainstreet.com
Related Terms: Young families, 401k Rollovers, Stock Options
TGS Financial Advisors
170 Radnor Chester Road, Suite 110
Radnor, PA 19087
(610) 892-9900
Contact Vincent R. Barbera
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