Victor Maccagnan , CFP®, ChFC®, CIMA®
Victor Maccagnan is an Affluent Wealth Advisor-Vice President for CWG.
With more than a decade of experience in financial services, Victor is responsible for implementing the planning strategies developed by Conway Wealth Group, LLC. He is integral in portfolio design and planning. He works closely with attorneys, certified public accountants, human resources professionals, and investment managers at Summit Financial Resources 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 Investment Management Consultants AssociationSM in partnership with Wharton Executive Education.
He earned an MBA in Finance with a concentration in Investments, and is a member of the Investment Management Consultants AssociationSM.
Victor and his wife, Josephine, live in Basking Ridge, New Jersey. They have two children. In his free time, Victor enjoys a round of golf.
Check the background of this investment professional on FINRA's BrokerCheck.