About Vincent
Vince Crivello leads client experience (CX) and communications strategies for Buckingham Wealth Partners. In his role, he is responsible for defining, enhancing, and measuring the client experience initiatives for both B2C and B2B business units. In conjunction with his team, Vince leads experience enhancement initiatives across the client journey including web, email, mobile, office, virtual/in-person event, and collateral touchpoints.
Vince has extensive experience across all facets of the wealth management industry. Prior to Buckingham, Vince led the Practice Management group and consulting projects for Loring Ward, a third-party asset management platform. Prior to Loring Ward, Vince worked in a financial planning capacity for a 35-person wealth advisory firm in the San Francisco Bay Area. Vince also served in a number of product management and consulting roles with Charles Schwab, Northstar Wealth Management software, US Trust, Visa, and Bank of America. Formerly based in Silicon Valley, he has also consulted on improving omni-channel experiences since 1994.
Vince received his BS in Political Science (Business Management minor) from San Diego State University. He holds an Investment Advisor license (Series 65) with a national Registered Investment Advisor (RIA). He is Past-President of the Financial Planning Association (FPA) of San Francisco and has served on the Marin County Estate Planning Council Board of Directors. Vince is also a trustee and manages a small family office in Northern California.
Vince is based in the Lake Tahoe area. An avid outdoorsman, he enjoys snow skiing, mountain biking, adventure motorcycling, and #vanlife with his significant other, 3 sons, and his German Short Hair (GSP) dog, Bodie.
Vince Crivello leads client experience (CX) and communications strategies for Buckingham Wealth Partners. In his role, he is responsible for defining, enhancing, and measuring the client experience initiatives for both B2C and B2B business units. In conjunction with his team, Vince leads experience enhancement initiatives across the client journey including web, email, mobile, office, virtual/in-person event, and collateral touchpoints.
Vince has extensive experience across all facets of the wealth management industry. Prior to Buckingham, Vince led the Practice Management group and consulting projects for Loring Ward, a third-party asset management platform. Prior to Loring Ward, Vince worked in a financial planning capacity for a 35-person wealth advisory firm in the San Francisco Bay Area. Vince also served in a number of product management and consulting roles with Charles Schwab, Northstar Wealth Management software, US Trust, Visa, and Bank of America. Formerly based in Silicon Valley, he has also consulted on improving omni-channel experiences since 1994.
Vince received his BS in Political Science (Business Management minor) from San Diego State University. He holds an Investment Advisor license (Series 65) with a national Registered Investment Advisor (RIA). He is Past-President of the Financial Planning Association (FPA) of San Francisco and has served on the Marin County Estate Planning Council Board of Directors. Vince is also a trustee and manages a small family office in Northern California.
Vince is based in the Lake Tahoe area. An avid outdoorsman, he enjoys snow skiing, mountain biking, adventure motorcycling, and #vanlife with his significant other, 3 sons, and his German Short Hair (GSP) dog, Bodie.