Victoria Marie, MBA, CFP®, CPA

Phone: (805) 520-3300
Fax: (866) 424-2875

Victoria was born and raised in Northwest Indiana, has traveled the world and now lives in Thousand Oaks, California.

She served on active duty in the United States Navy, from 1992 until 1996 and then continued her military service in the Naval Reserves from 2001 through 2006.

During her time in the military, she also earned her Bachelor's degree in Business Marketing from University of Phoenix.  Victoria then received her Master's Degree in Financial Planning in 2007 from California Lutheran University.  In 2008, she earned her CFP® certification; one of the highest-regarded designations in the financial services industry.  And, in 2012 she earned the CPA designation.

Spanning over 15 years, Victoria's experience includes income tax return preparation, accounting, bookkeeping, financial planning, insurance, and she is a Notary Public.