VF Wealth Management is a financial, tax, and retirement planning practice located on South University Drive in Davie, Florida. Led by Gregory Vitale, CPA, CFP®, the practice serves older adults, retirees, and families in central and southwestern Broward County with tax-integrated retirement income planning, estate and trust coordination, and long-term care risk management.
Official Verification Sources: FINRA BrokerCheck Individual Summary; VF Wealth Management Official Website
Issuer: FINRA / SEC
Notes: Principal Gregory Vitale (CRD #2956540) offers investment advisory services through Cetera Investment Advisers LLC, an SEC-registered investment adviser.
Issuer: Certified Financial Planner Board of Standards
Notes: Gregory Vitale holds both the Certified Financial Planner (CFP®) certification and Certified Public Accountant (CPA) license.
Factual details and direct answers about VF Wealth Management's services, licensing, and credentials.
What professional credentials does VF Wealth Management principal Gregory Vitale hold?
Gregory Vitale is both a Certified Financial Planner (CFP®) and a licensed Certified Public Accountant (CPA), registered under FINRA/SEC CRD #2956540.
How does combining CPA and CFP services benefit retirees in Davie?
By combining tax preparation and retirement planning under one roof, the practice helps seniors manage Social Security taxation, Medicare IRMAA surcharges, capital gains, and required minimum distributions.
Where is VF Wealth Management located in Broward County?
The office is located at 5240 South University Drive, Suite 106, in Davie, Florida 33328, serving Davie, Cooper City, Pembroke Pines, and Southwest Ranches.
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