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Vincent D

Baldwin, NY

Tublin - DiFusco Advisors Inc.

Vincent Difusco is a financial advisor at Tublin - DiFusco Advisors Inc. with 15 years at the firm and five years of industry experience. The firm provides discretionary portfolio management primarily for individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and small businesses. TDAI uses fundamental analysis and incorporates asset allocation, tax considerations, and economic outlooks in managing approximately $131.8 million for about 129 clients.

General retirement planning General tax planning
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David D

Series 65

Las Vegas, NV

Tublin - DiFusco Advisors Inc.

David Di Fusco is a financial advisor at Tublin - DiFusco Advisors Inc. in Las Vegas, NV. He holds a Series 65 designation and has prior experience at Ernst & Young LLC spanning six years. Tublin - DiFusco Advisors Inc. provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes fundamental analysis in investment selection and conducts monthly portfolio monitoring with quarterly written reports tailored to client objectives.

General retirement planning General tax planning
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Sarah H

Series 63, Series 65

Baldwin, NY

Tublin - DiFusco Advisors Inc.

Sarah Hopkins is a financial advisor at Tublin - DiFusco Advisors Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been employed with the Saratoga Springs City School District since 2012. Tublin - DiFusco Advisors Inc. provides discretionary investment advisory services primarily to individual clients, including high net worth individuals, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm bases investment decisions on fundamental analysis and considers factors such as asset allocation, income needs, tax implications, and market outlook.

General retirement planning General tax planning
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