Vincent R. Birardi

Vincent is based in our Long Beach headquarters. He brings more than 25 years of experience in financial services to his wealth advisory relationships with clients—along with a passion for identifying solutions that will enable them to fulfill their life goals. Vincent’s lodestar is objective and actionable guidance in all financial matters. What he values most about his role, he says, is “helping to bring clarity and peace of mind to my clients and their families.” He is a strong critical thinker and empathic listener.

Vincent has been quoted by The Wall Street Journal, Kiplinger, Barron’s, CNBC, CNN & Crain Currency.

Prior to joining the firm in 2018, Vincent held management roles with PIMCO and Morgan Stanley, with a strong focus on delivering strategic technology implementation solutions to financial professionals and managers. Most recently, he served as a Vice President with PIMCO in Newport Beach from 2013 to 2018. Before that time, he was with Morgan Stanley for nine years, primarily in New York City. His most recent role with Morgan Stanley was as Vice President, CRM & Enterprise Collaboration Product Management; from 2008-2011, he was posted to Hong Kong as Vice President, Regional Technology Manager – Pan-Asia Investment Research. He began his career with PricewaterhouseCoopers as a Management Consultant.

Vincent earned his BS in Industrial and Labor Relations from Cornell University in 1997. In 2007, he earned both an MBA in Finance and an MS in Information Systems from Fordham University Graduate School of Business. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional.

Vincent has volunteered with a number of nonprofits during his adult life, including currently serving on the Board of Managers for the Long Beach/Los Altos YMCA as well as volunteering with TutorMate/Chapter One, Family Reach and ASPCA. A native New Yorker and first-generation American from Italian-born parents, Vincent’s immediate family is his wife Jessica, their daughter Sadie, and pug Charity. His favorite pastimes are family time, listening to music, and running—a lot. Thus far he’s completed 6 marathons and 16 half-marathons across 4 continents and he’s looking forward to many more.