Vincent Munno CFP®, CLU
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
Video: My story
Benjamin Clark CFP®, CES
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.
Michael Gilbert
Michael Gilbert is Vice President and a trusted financial advisor at UFC, where he helps individuals and families navigate the complexities of estate planning, tax strategies, and financial growth with clarity and confidence. With over a decade of hands-on experience in wealth management, Michael is known for his thoughtful guidance, personalized approach, and deep commitment to his clients’ long-term success.
A Tampa native, Michael’s introduction to finance began at home—his father, also a financial advisor, instilled in him a lifelong passion for helping others make informed financial decisions. After earning his Finance degree from the University of Central Florida (UCF), Michael began his career at Gilman Ciocia, followed by roles at Morgan Stanley and Wells Fargo. These positions allowed him to work with a diverse range of clients across Florida, delivering customized strategies that align with each individual’s unique goals.
Michael holds an impressive array of industry credentials, including his Series 7, Series 63, and Series 65 licenses, as well as Life, Health, and Annuities licenses. At UFC, he brings together advanced financial planning tools, up-to-date market insights, and a client-first philosophy to help individuals and families protect what they’ve built—and plan for what’s next.
Whether you’re planning your estate, preparing for retirement, or looking to grow your financial legacy, Michael offers the experience, integrity, and personalized service to guide you every step of the way.
Outside the office, Michael stays closely connected to his Tampa roots and is an avid supporter of the Buccaneers, Lightning, and Rays.
Richard "Richie" Holle
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.
Brad Jensen
