Chief Executive Officer | Financial Planner@ Centaurus Financial, Inc.®
Tucson, Arizona, United States
Victoria L. Wilson
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FlashIntel GPTVictoria L. Wilson is a highly experienced financial professional with 25.6 years of work experience. She specializes in wealth management, retirement planning, investments, estate planning, and financial services. Based in Tucson, Arizona, Victoria is licensed in Series 24 and offers a range of services including investment, retirement planning, and wealth management. She is also a licensed non-profit foundation foundation faciliary. With a strong background in general management and investment, Victoria has held various leadership positions in companies such as Centaurus Financial, Inc. and Generation financial.
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Emails and Phone Numbers
About
Wealth Planning is a critical part of life at any age. I assist by providing a needed and meaningful experience that simplifies the lives of my clients and gives them peace of mind. Licensed. See my profile on FINRA.org. License level: Series 24. Specialties: Investments, Retirement Planning, Wealth Management, 401(k) plan designer, Investment’s, Retirement Income. Health, Cross Purchase, and Long Term Care., and other specialty accreditations. Additional Services: Building trusted relationship and helping clients achieve their goals. Non-Profit Foundation Fiduciary.
...See MoreWork Experience
Chief Executive Officer | Financial Planner
Financial Services
Victoria L. Wilson's Professional Milestones
- Investments Retirement Strategies | Estate Planning | Wealth Preservation (2005-12-01~): Developing strategic investments to maximize wealth and enhance retirement plans for clients.
- Financial Planner | Founder | Chief Executive Officer (1998-03-01~): Creating comprehensive financial plans to drive company profitability and achieve strategic goals.
Skill
Wealth Management
Retirement
Investments
Estate Planning
Financial Services
Wealth Management Services
Wealth
Securities
Series 7
Investment Management
Finance
Life Insurance
Insurance
Long Term Care
Strategic Financial Planning
Strategic Planning
Retirement Planning
Portfolio Management
Financial Advisory
Investment Advisory
Business Planning
Mutual Funds
Asset Managment
Alternative Investments
Pensions
401k
Iras
Business Strategy
Business
Finra
Investment Strategies
Employee Benefits
Asset Allocation
Series 63
Mergers
Succession Planning
Disability Insurance
Equities
Executive Management
Health Insurance
Term Life Insurance
Business Networking
Long Term Care Insurance
Series 24
Asset Protection
Charities
Fixed Annuities
Trading
Investment Properties
1031 Exchanges
Certification
Colleagues
Robert R. Castaneda
Chief Information Officer
Aziz Sawaf, MBEE, MBA, CFA
Chief Operating Officer
Scott Rivera
Senior Vice President Chief Investment Officer
Matt Cotton
Chief Advisory Officer
Crcp Kevin Lee
deuputy chief compliance officer
Other Named Victoria L. Wilson
Frequently asked questions
We found 2 Victoria L. Wilson's email addresses
We found 1 Victoria L. Wilson's phone numbers
Victoria L. Wilson's social media include: Linkedin,
Victoria L. Wilson works for Centaurus Financial, Inc.®
Victoria L. Wilson's role in Centaurus Financial, Inc.® is Chief Executive Officer | Financial Planner
Victoria L. Wilson works in the industry of Financial Services
Victoria L. Wilson's colleagues are Robert R. Castaneda,Aziz Sawaf, MBEE, MBA, CFA,Scott Rivera
Victoria L. Wilson's latest job experience is Chief Executive Officer | Financial Planner at Centaurus Financial, Inc.®
