Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA®
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Direct Line: 973-285-4358Email: email@example.com
Victor has been quoted in Boomer Market Advisor magazine and has provided market updates on NJ 101.5. Victor is a member of the Investment Management Consultants Association. Victor and his wife Josephine live in Basking Ridge, NJ with their two children.
- Fairleigh Dickinson University, MBA
- Roger Williams University, BS
- CIMA®, Wharton School of Business University of Pennsylvania
- ChFC®, American College
- Financial Planning Program, New College of General and Continuing Studies, Fairleigh Dickinson University
- Comprehensive Family Wealth Management
- Investment Management
- Estate Planning
- Retirement Planning
- Affluent Wealth Advisor - VP, Conway Wealth Group, Summit Financial Resources, Inc.
- Financial Counselor and Member of the Investment Committee, AMG National Trust Bank, Parsippany, NJ
- Investment Advisor, PNC Wealth Management, Millburn, NJ
- Financial Advisor, American Express Financial Advisors, Parsippany, NJ