Women Facing Life Changes: How We Can Help

Happy Women’s History Month!

In honor of Women’s History Month, we are spotlighting Victoria Cannillo, an Associate Financial Planner/Analyst at Baron Financial Group.  Victoria assists the advisors with financial planning and analysis so we can best serve our clients. She is an active member of our financial planning committee to make sure our clients’ goals are updated as they go through life changes. In June 2023, Victoria completed and passed Envestnet MoneyGuide’s Paraplanning Certificant Program to help with this role.

Victoria also has a position on our internal investment committee. She earned the CFA Institute Investment Foundations® certificate from the CFA (Chartered Financial Analyst®) Institute to increase her knowledge of financial analysis.   

The recipient of the Presidential Scholarship at Union College, Victoria graduated magna cum laude with a bachelor's degree in mathematics. While she was a student at Union College, she was inducted into three national honor societies: Mathematics (Pi Mu Epsilon), English (Sigma Tau Delta) and Women’s and Gender Studies (Iota, Iota, Iota).  You can read more about Victoria here.

At Baron Financial Group, we understand the importance of women taking control of their finances and have experience providing financial guidance to women at different stages of life. Through our Financial Life Planning process, we are here to help answer the questions that don't always fit onto an investment statement.

We can help you with questions, like:

• How do I organize my finances if my spouse unexpectedly passes away?
• What are the financial steps to take when going through a divorce?
• Do I need to help elderly parents with their care and finances?
• How do I navigate a job change?, etc.

If any of these questions resonate with you, please contact us. We are here to help!

We are humbled to say that Baron Financial Group has been a Women’s Choice Financial Firm for 10 years now!

WomenCertified Inc., home of the Women’s Choice Award, identifies Financial Advisors who demonstrate a strong commitment to providing exemplary services for female clientele.  Women’s Choice Award advisors have been evaluated through a rigorous evaluation process using 17 objective criteria, such as credentials, experience and a favorable regulatory history, among other factors. In addition, and to augment the evaluation process, the advisor is required to submit letters of validation, substantiating their good standing and undergo our background review.  You can find a list of selection criteria and research methodology here.

Disclosure: This is a general communication being provided for informational purposes only. This material is not intended to be relied upon as a forecast, research, tax or investment advice. Please consult your financial planning and tax professional for personal advice. The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the investment adviser’s clients.   Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program.  The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.