The right moves for your financial future

Globe next to stack of books

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Women-multigen family

John Michael Vinci

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IN
  • MA
  • NC
  • NV
  • NY
  • OR
  • PA
  • TX
  • VA
  • WA

Education

  • Economics, Pepperdine University, 2005 - 2008

Credentials

  • Accredited Asset Management Specialist
  • Accredited Wealth Management Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Retirement planning
Legacy planning
Business succession
Investing
Custom portfolios
Asset allocation
401(k) plan services
4105 Blackhawk Circle Plaza
Danville, CA 94506
  • (925) 746-0274

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

More than 150 years

offering financial advice