Our Firm
Whether we're helping you with retirement needs and issues, or finding ways to grow and preserve your assets, we do the work and let you live your life.
Our growth isn't a function of coincidence—it's a product of the hard work, professionalism and dedication to going beyond meeting client expectations with the goal of delivering extraordinary value.
Vision Financial Planning was founded by Arthur Dolega, CFP® in August of 2004. The founder had been active in financial planning and investment industry since 1998. Today, the company operates from our 200 Vessey Street location, directly across the Oculus.
For a printable version of our brochure, click here.
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks, are marks owned by the Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.