Vincent Tortorici, CFP®, MBA
Planning Team
Vince Tortorici joined the financial planning team in 2019, having started his career in financial services at Ameriprise and then Vanguard.
He believes great financial planning is about more than numbers—it’s about creating confidence, reducing stress, and helping clients make better decisions over time. He partners with clients on everything from investment management and retirement planning to tax-aware strategies and long-term goal setting. By building personalized strategies that align with each client’s goals, values, and stage of life, Vince helps families bring clarity and structure to their financial lives.
He earned a Bachelor of Science from the University of Illinois in Urbana–Champaign in 2012, an MBA from Wilmington University in 2018, and holds the Certified Financial Planner™ (CFP®) designation since 2018. Vince also maintains certifications to prepare taxes and advise on life insurance.
In his endeavors to support his community, Vince has been a Money Coach volunteer for Secure Futures since 2020, completing 10-week programs that teach financial literacy to high schoolers. He previously served on the Board of Directors for 4th Fest of Greater Racine from 2021-2025 and is a graduate of Leadership Racine.
Outside of work, Vince enjoys spending time with his wife and four children. Sometimes he even has time for hobbies such as reading (fiction and non-fiction, “meat and vegetables”), chess with strangers, gaming with friends, and catching a great movie.
A little more about Vince
- Vince credits his incredible work ethic to his parents, both of whom were driven to accomplish their goals while working to provide for four children. They set a solid foundation and example as disciplined savers and opting for jobs they valued over chasing higher incomes.
- If he could relive any day in his life he would choose the day he met his wife, Sarah. “That meeting changed my life, reoriented my motivation, and helped me be the person I wanted to be,” he said.
- Every Christmas, Vince’s grandfather would make chicken Vesuvio. It is his favorite family recipe and one that is packed full of flavor and wonderful memories.