We're Growing Our Team For You!
We are pleased to announce that we have added a new team member as our Paraplanner, please welcome Victor Campos.
Victor’s professional experiences range from having worked on financial audits for large corporations, to volunteering as an advanced tax preparer for the Connecticut Volunteer Income Tax Assistance Program. He currently holds a certified public accountant (CPA) designation and is working towards obtaining his certified financial planner (CFP) designation.
Victor will be responsible for creating and managing financial plans for new and existing clients. This includes the review and analysis of each client’s financial position, in order to ensure that you are in the most advantageous position moving forward.
Feel free to reach Victor via email at [email protected] or by phone at (203) 795-7080. He's happy to answer any questions you might have.
Best Regards,
Bill Leavitt
Founder & Principal Advisor
