Vince Learned, CFA, CRPS®, CFP®
Managing Director
Vince works with plan sponsors of 401(k), 403(b) and 457 governmental plans; enhancing plan design, providing benchmarking/RFP services to manage fees, navigating complex ERISA items, and providing guidance on industry best practices. He is keenly focused on protecting plan fiduciaries and optimizing participant outcomes. Vince holds the Chartered Financial Analyst (CFA®) designation and is also a Certified Financial Planner (CFP®). He is also a Chartered Retirement Plans Specialist (CRPS®) and Certified Plan Fiduciary Advisor (CPFA). He holds a degree in finance and an MBA from the University of Hawaii. He's been named as a Financial Times top retirement plan advisor. He was also named in the Pacific Business News “Forty Under 40” class of 2013, a distinction based upon leadership, business achievement and community involvement.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
