Vincent Dallo ChFC, CLU

Vincent Dallo, ChFC, CLU, is a five-year MDRT member who has been a financial professional since 2005. He began his career with MetLife, where he learned the aspects of comprehensive financial strategies. In 2010, he transitioned his practice to New York Life. In 2017, he established his own DBA, Kappan Financial LLC. He has been a member of NAIFA since beginning his career in 2005; he has served as the president of NAIFA–Rochester and is currently the president-elect for NAIFA–New York. Dallo is licensed in life and health, is a certified long-term care consultant (CLTC), and holds his Series 6, 63 and 7 securities licenses.