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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-25-2014
- Office Locations
- 2
Office Locations
About Vision Retirement
Vision Retirement is a fiduciary RIA staffed by CFP professionals focused on helping individuals and families plan for retirement and build long-term wealth, with offices in Ridgewood, NJ and Poughkeepsie, NY. The firm provides financial planning and investment advice, plus second-opinion and hourly options, and coordinates with clients’ CPAs, attorneys, and insurance partners. A no-minimum, membership-based model (including a $895/yr option) and integrated tax prep via its sister company stand out; custody includes LPL Financial.
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Owner & Executives
JOSEPH MICHAEL LANZA
Managing Member
- CRD
- #1265899
- Ownership
- 50% but less than 75%
PAUL DAVID MULLER
Chief Compliance Officer, Managing Member
- CRD
- #2729766
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KEVIN ALLEN LEEDS
--
- CRD
- #3270436
ANTHONY PASSERINO
Financial Advisor
- CRD
- #2759051
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $601,870,992 | $333,262 |
| Non-Discretionary | $31,869,225 | $200,435 |
| Total | $633,740,217 | $322,514 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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