Victoria Cannillo

NAPFA Associate

Associate Financial Planner

As an Associate Financial Planner, Victoria assists the advisors with financial planning updates and analysis to help clients achieve their retirement goals. Victoria has completed coursework to help with her role including Envestnet MoneyGuide’ s Paraplanning Certificant Program. She also earned the CFA Institute Investment Foundations® certificate from the CFA (Chartered Financial Analyst®) Institute.

Beyond her financial planning duties, Victoria is also an active contributor to Baron's financial education platform, Responsible Guidance, which aims to provide independent educational information to clients without the confusion of technical jargon.

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).

In her spare time, Victoria enjoys reading and spending time with family. She is very passionate about special needs advocacy and is involved with Spectrum for Living, a local nonprofit organization dedicated to serving adults with developmental disabilities.