Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA®

Years Experience:
  • 15

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-4358

Email: vmaccagnan@sfr1.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.


Education

  • 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

Specialization

  • Comprehensive Family Wealth Management
  • Investment Management
  • Estate Planning
  • Retirement Planning

Business Experience

  • 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