Vinny Dallo ChFC®, CLU®
Financial Planner
Vinny began his career as a financial advisor in 2005. He spent the first 18 years of his career with financial services companies (MetLife and New York Life). In 2024, Vinny became an Independent Advisor and shifted his business model to a fee-based platform.
Vinny brings a unique blend of intelligence and personality to his financial planning practice. Recognizing the complexity of many financial issues, Vinny speaks plainly and openly to ensure every client can understand these important concepts.
Vinny graduated from SUNY Geneseo in 1994 with a BA in Communications. He continued his education at the American College of Financial Services, earning the designations Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) and he is currently studying for his Certified Financial Planning (CFP®) designation. Vinny is a qualifying member of the Million Dollar Round Table (MDRT). He is licensed in Life & Health, he is a Certified Long-Term Care Consultant, and holds his Series 6, 63 and 7 securities registrations.
He has been a member of the National Association of Insurance and Financial Advisers (NAIFA) since 2005, and he has served as president of both the local Rochester and New York state chapters. Vinny considers it a duty and privilege to advocate on behalf of his clients and community by routinely visiting with lawmakers and elected officials in both Albany, NY and Washington, DC.
Vinny lives in Chili with his wife, Julie, and their two sons, Jack and Nicholas.
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*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.