Victoria is the co-founder of Azura Wealth Advisers and concentrates on helping people pursue the financial future they envision. She works closely with clients to understand their financial objectives and help them develop clear, actionable, and flexible strategies that connect them with the best products and solutions designed to help achieve those goals over time. Victoria focuses on wealth accumulation, Tax-efficient investments, retirement income and distribution strategies, estate and charitable planning, asset protection strategies, and education funding.
In addition to being a CFA® charterholder, Victoria is a qualifying member of the prestigious Million Dollar Round Table, an international, independent association in which members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
Victoria is a graduate of New York University, with a Bachelor of Arts degree in Politics, Economics, and Romance Languages (with a concentration in Spanish and French), and has earned her Masters in Economics from the Graduate School of Arts & Science at NYU. Victoria was named one of Forbes Top Financial Security Professionals in America in 2021, 2022 and 2023. She was also named one of Forbes Best-In-State Wealth Advisors* for New York in 2022, 2023, and 2024*1. She is fluent in Spanish and French, and is conversant in German. Victoria maintains her Series 7 and Series 66, as well as Life and Health Insurance licenses.
Education and Designations:
- Bachelor of Arts degree in Politics, Economics, and Romance Languages, with a concentration in Spanish and French
- Chartered Financial Analyst (CFA®)
- Recognized by FORBES as a Top 30 Financial Security Professional & Top 5 Financial Security Professional Women (2021, 2022, 2023)
- Member of the Million Dollar Round Table
*2024 Best in State Wealth Advisors ranking was issued by Forbes on 07/01/2024 for the period covering [07/01/2023-07/01/2024]. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, visit www.forbes.com.
Use of the CF2 designation does not indicate that MML Investors Services, LLC (MMLIS) is necessarily acting in fiduciary capacity under federal, state or other applicable law as it relates to the services provided to you and your account. Please review your existing account application paperwork and any client agreements you may have entered into for more information and specifics regarding MMLIS’s role and responsibilities.
