Vicky Way, MBA, CFP®

Phone: (805) 520-3300
Fax: (805) 520-3302
E-mail:

Vicky Way was born and raised in Northwest Indiana and lives in Thousand Oaks, California.

While serving on active duty in the United States Navy, from 1992 until 1996, Vicky Way pursued her Bachelor’s Degree.  She earned her degree in Business Marketing in 2000 from University of Phoenix.  Vicky then continued her military service in the Naval Reserves from 2001 – 2006, while at the same time beginning her full-time career in the financial services industry.  She received her Master’s Degree in Financial Planning in 2007 from California Lutheran University.  In 2008, Vicky earned her CFP® certification, the highest-regarded designation in the financial services industry.

Spanning over a 10 year period, Vicky’s experience includes income tax return preparation, bookkeeping, financial planning, insurance and she is a Notary Public.