Victoria is a relationship manager with more than a decade of tax planning and financial planning experience for high net worth clients. Formerly, Victoria’s specialty was income tax and wealth transfer planning, and she brings that experience to her wealth management clients at West Financial Services.
Victoria earned her BA in Business Administration from University of Florida, is a Certified Financial Planner™ professional, and is a member of the Washington D.C. Estate Planning Council. Victoria was recognized by Washingtonian as a Top Fee-Only Financial Planner1 (2021).
Victoria is originally from South Jersey and has been in the D.C. area since 2006. She lives in Falls Church, Virginia, with her husband and children.
1Washingtonian: Top (Fee-Only) Financial Advisers
To arrive at the names of the area’s top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “best adviser” tag—the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The “best adviser” names on this list are the people who received the strongest recommendations. Most of the “best advisers” are at smaller, independent firms. The surveying process does not turn up as many names at large banks and brokerages. One reason is that banks and brokerages sometimes keep more work in-house—and if a financial adviser isn’t referring clients to outside professionals, that adviser might not have a network that earns peer votes.