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

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Enrolled Agent

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.

Learn more about how we serve our community

Read more about Victoria

What do you value most in your client relationships?

Truly being a part of my clients’ lives. Being by their side celebrating in their victories and enjoying the special moments, whether it be a wedding, the birth of a new family member, a career change or retirement. This also means being by their side navigating the challenging times, such as a major life change when clients are at a crossroad, or the loss of a loved one. I appreciate every moment and the important role I play in my clients’ lives, beyond the finances.

What sparked your interest in financial planning? What fuels you every day in your work?

Life is busy and everyone has so much going on. Helping people to not worry about the financial aspect of their life is why I do what I do. My clients are busy, working professionals and families who are building their wealth. They want to see their hard work pay off, so they look to me to help them do that. Seeing my clients find this peace of mind knowing that we are taking care of their financial plan while they focus on the other aspects of life that bring them joy, motivates me every day and fuels my desire to help more people.

What do you enjoy most about working at Modera?

What I enjoy most about working with Modera is the people. Modera creates a warm environment where we can really get to know one another and enjoy working together to achieve our goals. We have so many talented colleagues here that want to help each other succeed. Across offices we have wonderful resources to leverage. Providing clients with the best experience and personalized advice is top priority for every advisor. Utilizing our deep bench of in-house expertise in all the different financial planning areas allows us to do this.

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

I grew up in Holliston and Millis MA, and now currently reside in Sudbury, MA with my fiancé and our dog, Ralph.

Victoria’s Insights

Common Financial Planning Mistakes

“I just don’t want to make the wrong decision” is a common concern we hear as financial advisors. Often, prospective clients come to us after they’ve already made a mistake and they’re trying to avoid additional ones that could be even more costly.

Check your 401(k) Contributions: Are you Maxing Out?

As the last quarter of the year is approaching, now is a great time to check in with your finances and make sure you are on track with your savings goals. With each calendar year, many of us have the opportunity to contribute to retirement plans through our employers.

2022-02-14T22:03:01+00:00
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