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Victoria Consoles, CFP®

Planning Associate

Victoria Consoles, CFP®2019-09-10T20:27:04+00:00
Victoria Consoles

Victoria’s responsibilities include data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans.

Professional Designations

CFP®

Education

University of Massachusetts, Amherst, B.S., Economics with a minor in Spanish

Giving Back

Going for the Goal

Victoria Consoles spent 3 ½ years as a youth soccer coach in Quincy, MA.

What do you enjoy most about working at Modera?

The people! Modera is made up of a wonderful group of individuals who make each workday great. I am proud to be a part of this team.

Where did you grow up? Where do you live now?

I grew up in Holliston, MA, and now currently reside in Newton, MA.

What do you value most in your client relationships?

I value a personal connection most. I love being able to listen to a client’s story and understand how they got to where they are today.

What’s the one thing people say you’re best at?

Having a positive attitude! I always try to see the glass half full.