Vincent M. Toscano is the founder of Toscano Financial Group and has over 30 years of experience as a private wealth advisor. He concentrates his practice in providing customized financial solutions to high-net-worth individuals, executives and business owners in the areas of estate planning, wealth preservation and business succession planning.
Through strategic alliances, Mr. Toscano has provided resources, expertise and customized planning to clients of some of the largest accounting, investment and banking institutions in the United States. He has served as a guest lecturer at many of their national conferences as well.
He is a certified continuing education instructor and has taught classes to accountants, investment advisors and insurance brokers, throughout the New York metropolitan area on asset allocation, portfolio design, financial condition modeling and advanced estate and business planning.
Mr. Toscano is a published author and has appeared in many publications, some of which include Trusts & Estates Magazine, Long Island Business News and National Underwriter. In addition to being published, he has also appeared on NBC and WPIX television stations as well as co-hosted financial radio shows.
Affiliations
Mr. Toscano is presently a member of the Columbus Citizens Foundation, where he has served as a member of the Board of Governors as well as Chairman of its High School Scholarship Committee. He is also a member of the Investment and Wealth Institute®.
Designations
Mr. Toscano holds the Certified Investment Management Analyst® designation, issued by the Investment and Wealth Institute® in conjunction with Yale School of Management.
Mr. Toscano is a CERTIFIED FINANCIAL PLANNER™ Practitioner; and has committed to providing financial planning services that adhere to CFP Board’s standards of excellence.
Recognitions
America's Top Financial Security Professionals* 2021-2026
Issued by Forbes Magazine
*Forbes America's Top Financial Security Professionals issued by SHOOK Research on July 9, 2026 for the year 2026 was awarded to financial professionals specializing in life insurance, annuities and comprehensive wealth planning services for affluent clients. Vincent Toscano was nominated for the recognition. Criteria used to determine the winners includes 7 years as a Financial Security Professional; minimum 1 year at current firm; recommended and nominated by their firm; complete an online survey; primary focus on individuals, not institutions; acceptable compliance record; commissions/production/premiums, death benefits and assets under management (weightings assigned for each); client-related trends and data, such persistency rates; portfolio performance is not a factor; telephone and in-person meetings with professionals that exhibit best practices within their practices and approach to working with clients; compliance records; provide a full client experience: service model, planning process, breadth of services; team and team dynamics; credentials and years of service; and, community involvement. 52,268 people were considered for this honor and 100 were selected. No fee was paid for the nomination or receipt of the award; however, the firm will pay for a plaque. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Best-In-State* 2022-2026
Issued by Forbes Magazine
*Forbes Best-In-State Wealth Advisors by SHOOK Research for 2026 was issued in July 2026 and awarded to financial security professionals. Vincent Toscano was nominated for the recognition. Criteria used to determine the winners includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. 52,268 people were considered for this honor and 136 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do no ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Education
Hofstra University, BBA - Banking and Finance