Financial Planning AssociateEmail Victor Sinopoli
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.