Victor’s passion stems from his desire to be the financial resource that his first-generation immigrant family didn’t have until his adulthood.
Joined Lido: 2023
Homebase: San Diego, CA
Professional Focus: As a member of the Advanced Wealth Planning Team, his focus is to create financial plans that exemplify the firm’s holistic view to Financial Planning. His experience as a Servicing Advisor has given him valuable insight on financial topics such as Social Security, Taxes, and Proper Investment Allocation, to name a few. Victor is passionate about using the knowledge he has acquired to bring value to those he helps.
Professional Designations: Certified Public Accountant®
Education: B.S., Accounting, San Diego State University; M.S., Accounting, San Diego State University
Previous Work Highlights: Prior to joining Lido, he worked his way up from Audit Intern to Audit Associate at Grant Thornton. He then moved on to become a Paraplanner and then Servicing Advisor at Bridgelight Financial Advisors.
Personal Facts: Victor is a member of the Financial Planning Association, and he has volunteered as an Advanced Tax Preparer for the Connecticut Volunteer Income Tax Assistance program. His favorite past times include spending time with his family and friends, finding places with delicious food, and staying active through attending the gym and going on hikes.
