Victoria Avila, CFP®

Victoria Avila, CFP® is a Financial Advisor in the Sarasota, Florida office, where she has served clients since 2023. As a Certified Financial Planner^® professional, she provides comprehensive financial planning grounded in the highest standards of ethics, education, and fiduciary responsibility.

Victoria works with individuals and families, including young professionals seeking to build strong financial foundations. She develops personalized strategies that integrate investment management, retirement planning, and cash flow coordination, helping clients move forward with clarity and confidence. She is also fluent in Portuguese and welcomes the opportunity to serve Portuguese-speaking families.

She earned her Bachelor’s degree in Finance from Florida Gulf Coast University, graduating magna cum laude, and was inducted into Beta Gamma Sigma, an international honor society recognizing top business students.

Originally from Naples, Florida, Victoria has established strong roots in the Sarasota community and is an active member of the Sarasota Chamber of Commerce and the Sarasota Young Professionals Group. In her free time, she enjoys staying active and playing in a local pickleball league.