Find the Certified Financial Planner™
Who's right for you.

Vincent De Giovanni, CFP®, MBA

Summit Financial Advisors, LLC

12 Penns Trail
Suite 351
Newtown, PA 18940
Phone: (215) 579-1005
Fax: (215) 579-1002

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Employee Benefits
  • Government & Military
  • Mutual Funds
  • Retirement

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.