,CFP®, EA
Victoria specializes in helping high-net worth executives manage and preserve the wealth they have accumulated, while seeking opportunities to continue to grow their assets for their retirement and for future generations. Her clients have worked hard over their lifetime. They need a partner to assist them in navigating their financial complexities to help ensure continued success. Victoria works closely with her clients and their team of professionals to create and monitor financial plans, specific to their unique needs and goals, that will help them stay on a path toward a secure financial future. She makes certain that her clients are educated and empowered to make critical financial decisions with confidence. Her goal is to help them realize the peace of mind that can only come with sound financial strategies in place.
What do you value most in your client relationships?
Truly being a part of my clients’ lives. Being by their side, celebrating in their victories and enjoying the special moments, whether it be a wedding, the birth of a new family member, a career change or retirement. This also means being by their side navigating the challenging times, such as a major life change when clients are at a crossroad, or the loss of a loved one. I appreciate every moment and the important role I play in my clients’ lives, beyond the finances.
What sparked your interest in financial planning? What fuels you every day in your work?
Life is busy and everyone has so much going on. Helping people to not worry about the financial aspect of their life is why I do what I do. My clients are busy, working professionals and families who are building their wealth. They want to see their hard work pay off, so they look to me to help them do that. Seeing my clients find this peace of mind knowing that we are taking care of their financial plan while they focus on the other aspects of life that bring them joy, motivates me every day and fuels my desire to help more people.
What do you enjoy most about working at Modera?
What I enjoy most about working with Modera is the people. Modera creates a warm environment where we can really get to know one another and enjoy working together to achieve our goals. We have so many talented colleagues here that want to help each other succeed. Across offices we have wonderful resources to leverage. Providing clients with the best experience and personalized advice is top priority for every advisor. Utilizing our deep bench of in-house expertise in all the different financial planning areas allows us to do this.
Where did you grow up? Where do you live now?
I grew up in Holliston and Millis MA, and now currently reside in Sudbury, MA with my husband and our dogs, Ralph and Scottie.
CERTIFIED FINANCIAL PLANNER®, Enrolled Agent
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