“Instilling confidence and competence while developing meaningful relationships with clients and their families is what excites me most about the work we do. I’ve always enjoyed using critical thinking to solve unique, complex problems; I love the social aspect of collaborating with clients to reach their dynamic goals. Having a pro-active mindset and taking a forward-looking approach is important to me and is one of the values I feel clients appreciate about the financial planning aspect, which I work most closely on.”
Victor Sinopoli joined TFC Financial Management in 2022 as a Financial Planning Associate. He participates in the firm’s financial planning process and assists in advisory services for a select group of the firm’s clients.
Prior to joining TFC Financial Management, Victor was a Registered Client Service Associate at Moors & Cabot, where he attended client meetings, supported senior advisors with equity research, portfolio and asset allocation maintenance, financial planning, and daily operations. He also prepared and discussed client materials.
Victor’s previous experience also includes a Financial Advisor role at Concord Wealth Management, where he attended client meetings and prepared client materials. Prior to working at Concord Wealth Management, Victor worked at Rebellion Research as a Research Analyst Intern.
Victor received his Bachelor of Arts in Economics degree from Amherst College, where he played on the Varsity Basketball team. Victor holds Series 7 and 66 licenses and is actively pursuing his Certificate in Financial Planning through the Bryant University Financial Planning Certificate Program.
Victor grew up in Sarasota, Florida where he enjoyed saltwater fishing near Siesta Key Beach. He currently lives in South Boston and is now an avid snowboarder whenever conditions allow. In his spare time, he enjoys playing outdoor basketball in the summer, and plays in various men’s leagues around Boston in the winter. In the past he volunteered as a coach and ref at the YMCA where he grew up. More recently, he was a mentor in the Big Brothers Big Sisters program in Boston helping to prepare low-income High School students for college.
