Victor follows a disciplined wealth management process with a focus on personalized care, exceptional service, and thoughtful planning. Victor holds the Chartered Retirement Planning Counselor™ - CRPC™ designation. He values family deeply and understands the importance of securing a stable financial future for you and your loved ones.
My philosophy is rooted in integrity, trust, and personalized care. I believe in building long-lasting relationhips based on understanding and mutual respect. By taking the time to truly understand your financial situation and aspirations, I can provide guidance that is both reliable and tailored to your specific needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.