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Daria Victorov is a Certified Financial Planner™ with Abacus Wealth Partners. Daria has been in the industry since 2014. Daria is also a speaker liaison for the FPA NorCal Conference Committee and a trustee of Elms Generational Trust. Daria has a history of working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Daria and Abacus Wealth Partners provide portfolio management for individuals, businesses, and pooled investment vehicles, in addition to financial planning and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/24/2017 - Present
Abacus Wealth Partners (Sebastopol CA)
Active
Inactive
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