to create a standard in the financial services industry by focusing on high-quality client service, and knowledgeable advice, while providing simple, easy-to-understand plans to help our clients pursue their financial goals and enjoy life to the fullest.
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About Vince Darling CFP®Vince joined the Stonebridge Group alongside his uncle, Paul Underdahl, in 2017 as an Advisor Support Specialist. As a CERTIFIED FINANCIAL PLANNER™ today, he serves as a Financial Advisor.
As a Financial Advisor, Vince enjoys connecting with people on a personal level. He understands emotions run high when people start talking about their finances. This is why he makes it a point to always create a calming atmosphere where his clients feel at ease discussing their financial circumstances, whatever they may be. His strength is his ability to take complex financial topics and explain them in a way that makes sense to his clients. Together, Vince and his clients collaborate on putting together a well-thought-out financial plan to make sure they address those big financial milestones in life, all while doing so tax efficiently.
The average age of a Financial Advisor is between 51-55 years old, with a significant 38% of them planning to retire within the next 10 years.1 This means many advisors will retire before or just after their own clients retire or reach other financial milestones. This forces these clients to have to find a new Advisor or be transferred to an advisor they have no personal connection with.
With many of Vince’s clients being older than he is, he sees this as an advantage to his clients. He says: “I have many years left of doing what I love to do. I’ve observed advisors later in their careers start to dial back into their own retirement, making their clients feel forgotten about or less important than they once felt. I know my clients are the most important piece of my business, and I consider it a privilege to help my clients and reassure them that I am here for the long haul.”
Vince’s strength is helping people around the ages of 45-60 craft financial strategies to help their retirement funds outlast their life expectancy. Understanding the critical role of early investing, Vince also helps younger clients open investment accounts to help build strong financial foundations.
In his free time, Vince enjoys golfing, and spending time with his friends and Fiancée Sadie.
1https://www.seedpg.com/blog/age-of-financial-advisor/#:~:text=According%20to%20various%20studies%20and,in%20the%20next%20ten%20years.
