Victor P. Cannillo
NAPFA-Registered Financial Advisor
Wealth Management Principal
Victor prides himself on being careful, conservative, and competent. His primary aim is to conserve the principal value of clients’ portfolios, produce an acceptable rate of return, and shield clients from making costly mistakes.
Victor implemented a team-based approach to financial planning at the firm. We believe that our core purpose is to help improve people’s financial lives through objective, transparent and fiduciary advice. We maintain open, honest, and effective communication and strive to provide clients with the tools and education they need to protect their hard-earned money.
As a result of his relationship with a special needs family member, Victor has been personally touched with the challenges associated with special needs. This relationship led him to become active in the special needs community, particularly with Spectrum for Living, a not-for-profit organization dedicated to helping adults with developmental and/or physical disabilities, and to help special needs families plan for their financial needs.
Victor is a member of the National Association of Personal Financial Advisors (NAPFA) and a graduate of Fairleigh Dickenson University School of Business. He received his Bachelor of Science degree (B.S.) in Finance and Investments and completed all of the coursework in the Certified Financial Planning program offered through the College of Financial Planning. He also completed graduate level courses in Investment Management.
Victor has been quoted in NJMoneyHelp.com, the Daily Record, the New York Post, the Newark Star-Ledger and Reuters News Network. Additionally, he is a recipient of the 2021 Five Star Wealth Manager Award in New Jersey, receiving the award for ten consecutive years.
In his free time, Victor enjoys spending time with family and friends, as well as fundraising and supporting Baron's philanthropic efforts.