Victor Maccagnan , CFP®, ChFC®, CIMA®
Victor Maccagnan is a Senior Wealth Advisor for CWG.
With more than twenty years of experience in financial services, Victor is responsible for helping to design and implement planning strategies for Conway Wealth Group clients. He is integral in portfolio design and works closely with attorneys, certified public accountants, and human resources professionals to ensure that each plan is executed to our client’s satisfaction.
Victor has Certified Financial Planner® and Chartered Financial Consultant® credentials, as well as a Certified Investment Management Analyst (CIMA®) designation, which is conferred by the Investments and Wealth Institute® in partnership with Wharton Executive Education.
He earned an MBA in Finance with a concentration in investments and is a member of the Investments and Wealth Institute®.
Victor and his wife, Josephine, live in Basking Ridge, New Jersey. They have two children. In his free time, Victor enjoys spending time down the shore and a round of golf.
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