Vincent Munno CFP®, CLU

Founder & President

Vincent Munno, CFP®, CLU is the Founder and CEO of Universal Financial Consultants with over 35 years of experience in advanced estate and retirement planning. Vince built UFC on the principles of hard work, integrity, and the value of relationships; principals that are evident in every relationship he establishes.

Vince trademarked PremiumLife™, a concept that consists of innovative  investment strategies that help bring clients closer to achieving the life they've always dreamed of. To Vince, the PremiumLife™ consists of family, friends, rich experiences, great memories, and the confidence in personal success and that of clients and friends.

Expertise:

  • Maximizing Estate Transfer
  • Minimizing Taxes
  • Tax-Free Income Opportunities
  • Elite Wealth Strategy for Qualified Individuals

 

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Benjamin Clark headshot

Benjamin Clark CFP®, CES

Financial Advisor

Ben is a Financial Advisor dedicated to helping more families achieve and maintain confidence in their overall financial plan.

Ben has been working as a CFP® Professional since earning the designation in 2007. The Certified Financial Planner™ Certification is the standard of excellence in financial planning, and Ben works to maintain that excellence with every relationship he establishes.

He was also awarded the Certified Estate and Trust Specialist (CES) designation. Since family is especially important to him, and he uses his expertise to help parents and grandparents protect their loved ones and reduce unnecessary fees and taxes. Ben believes in assisting his clients in navigating the challenging process of planning their future on their own terms, and accepts this duty with Life and Long-term Care Insurance honor from those who trust him with their financial well-being.

Ben lives in Dunedin with his wife Jennifer, son, Gabriel and daughter, Adriana. In their free time you can usually find them cruising around town on their golf cart or cheering on their Formula1 racing team!

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser.  SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.

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Richard "Richie" Holle

Financial Advisor

Richie Holle joined UFC in November 2024. Richie (originally a native of New Jersey) previously served as a Financial Representative at One Team Financial Group in Tampa, FL where he specialized in Retirement Income Strategies, Life Insurance, Annuities and Long Term Care.

He Graduated in 2019 with a Business Degree along with a minor in  Communications from Mount St. Mary’s University in Emmitsburg, MD where he played Division 1 Lacrosse. After that he earned his MBA from the University of Tampa in 2021, which he ultimately made his home and started his career helping Individuals, Families and Business protect their assets and achieve their financial goals. 

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Brad Jensen

Financial Advisor
Brad Jensen is a seasoned financial industry leader with a distinguished career spanning education, financial planning, and executive leadership.
 
Brad earned his Bachelor of Science degree from the University of Northern Iowa in 1982, with a focus on economics and education. He began his career as a high school economics teacher and basketball coach, instilling in students both financial literacy and teamwork skills.
 
In 1987, Brad transitioned into financial planning, quickly establishing himself as a leader in the industry. By 1990, he became a partner at New York Life, rising to senior partner in 1993 and managing partner in 1996, where he oversaw operations in West Texas. His leadership continued to expand when he was promoted to managing partner for the state of Iowa, based in Des Moines, where he led a team of 76 financial representatives. Under his guidance, the Des Moines office earned the prestigious recognition of "Number 1 Place to Work" by the Des Moines Register.
 
With decades of experience in financial services, Brad has been instrumental in mentoring advisors, optimizing business growth strategies, and helping clients navigate the complexities of wealth management. His expertise spans financial planning, leadership development, and strategic marketing, making him a trusted resource in the industry.