Vincent brings over 20 years of financial advising experience to Union Savings Bank. Using a personalized approach to customer service, Vincent builds actionable strategies that help clients navigate their financial decisions in pursuit of their goals. Vincent is involved with Guiding Eyes for the Blind and is a member of the Trumbull Rotary Club.
Jose joined Union Savings Bank in 2011. He completed his CFP® coursework at Fairfield University and is a CERTIFIED FINANCIAL PLANNER™ professional. In this role he works closely with clients to identify their objectives, determine appropriate options and ultimately help them make educated decisions. Jose is a member of the Financial Planning Association and serves as a Board Member on the Latino Scholarship Fund, Inc.
Check our background with FINRA’s BrokerCheck
* Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, an independent broker/dealer, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with the financial institution. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.