Vincent Santa Maria

Client Relationship Specialist

Vincent Santamaria

Vince joined Cornerstone in September 2024 after many years as an educator and coach. He previously had 15 years of experience in the industry as a financial advisor. He was first employed by Waddell & Reed, then was a part of SagePoint Financial where he held a FINRA Series 7.

He is a member of Cornerstone's Client Relationship Team, where his responsibilities include processing premium payments, coordinating cash value reporting, assisting with policy servicing, and addressing client inquiries. Vince graduated from Moravian College, then obtained a Master’s Degree from East Stroudsburg University. He went on to take a number of credits beyond a Master's degree.

He enjoys spending time with his wife and kids along with other family and friends. He considers himself a lifelong history student and loves to read and travel.