Victoria Cannillo

NAPFA Associate

Associate Financial Planner/Analyst

As an Associate Financial Planner/Analyst, 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.

Victoria is 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 doing yoga and spending time with family. She is very passionate about special needs advocacy and volunteers for the Sunshine Club at Spectrum for Living, a local nonprofit organization dedicated to serving adults with developmental disabilities.