Victor Valliere

As a Financial Planner, Victor services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Victor can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 6, 7, 63 and 65 Securities Licenses

Personal

• Graduate of the University of Rhode Island with a degree in Communications and Economics
• While studying at the University of Rhode Island – American Marketing Association, Delta Chi Fraternity, Philanthropy Chair
• Resides in North Smithfield, Rhode Island
• In his spare time, he enjoys marketing, business, economics and finance
• He is also an avid football fan

I am licensed and registered to offer products and services in RI. Licenses will vary.
Domiciled in RI.