Victoria is a Paraplanner and Wealth Plan Specialist, holding both Certified Financial Planner (CFP®) and Enrolled Agent (EA) certifications. A graduate of Texas Tech University, she has built her expertise in financial advisory at firms like Centura Wealth Advisory and Riverchase Wealth Management, focusing on comprehensive wealth planning for clients.
Growing up in a small East Texas town, Victoria learned the value of a hard-earned dollar from a young age. Her parents instilled in her the importance of diligent work and consistent saving, which became the foundation for her career in financial planning and her approach to helping others manage their finances.
She began her saving habits early, putting away funds from the ‘tooth fairy’ and from completing chores around her home.
Read the full overview →They care equally about the product and its potential impact. They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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