Vincent Munno CFP®, CLU
Vincent Munno, CFP®, CLU is the Founder and CEO of Universal Financial Consultants with over 35 years of experience in advanced estate and retirement planning. Vince built UFC on the principles of hard work, integrity, and the value of relationships; principals that are evident in every relationship he establishes.
Vince trademarked PremiumLife™, a concept that consists of innovative investment strategies that help bring clients closer to achieving the life they've always dreamed of. To Vince, the PremiumLife™ consists of family, friends, rich experiences, great memories, and the confidence in personal success and that of clients and friends.
Expertise:
- Maximizing Estate Transfer
- Minimizing Taxes
- Tax-Free Income Opportunities
- Elite Wealth Strategy for Qualified Individuals
Video: My story
Benjamin Clark CFP®, CES
Ben is a Financial Advisor dedicated to helping more families achieve and maintain confidence in their overall financial plan.
Ben has been working as a CFP® Professional since earning the designation in 2007. The Certified Financial Planner™ Certification is the standard of excellence in financial planning, and Ben works to maintain that excellence with every relationship he establishes.
He was also awarded the Certified Estate and Trust Specialist (CES) designation. Since family is especially important to him, and he uses his expertise to help parents and grandparents protect their loved ones and reduce unnecessary fees and taxes. Ben believes in assisting his clients in navigating the challenging process of planning their future on their own terms, and accepts this duty with Life and Long-term Care Insurance honor from those who trust him with their financial well-being.
Ben lives in Dunedin with his wife Jennifer, son, Gabriel and daughter, Adriana. In their free time you can usually find them cruising around town on their golf cart or cheering on their Formula1 racing team!
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.
Richard "Richie" Holle
Richie Holle joined UFC in November 2024. Richie (originally a native of New Jersey) previously served as a Financial Representative at One Team Financial Group in Tampa, FL where he specialized in Retirement Income Strategies, Life Insurance, Annuities and Long Term Care.
He Graduated in 2019 with a Business Degree along with a minor in Communications from Mount St. Mary’s University in Emmitsburg, MD where he played Division 1 Lacrosse. After that he earned his MBA from the University of Tampa in 2021, which he ultimately made his home and started his career helping Individuals, Families and Business protect their assets and achieve their financial goals.
