Victor Cannillo
Victor Cannillo focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Special Needs Planning
- Women's Financial Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Special Needs Planning
- Women's Financial Planning Issues
Planning Specialties
Victor is a Wealth Management Principal with Baron Financial Group. He 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 strive to provide clients with the education they need to better understand their financial situation.” Victor’s relationship with a special needs family member made him aware of the many challenges associated with those with developmental disabilities. It led him to become not only active in the special needs community but to commit to assisting those families plan for their financial needs.Additional Information
Please take advantage of our free consultation. We offer a second opinion on your existing investments.
NAPFA Start Date
January 25, 1999
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