Victoria E. Santini

Planning Associate

404.573.4950
404.573.4951

 

My NET WORTHWHILE™ is helping others achieve their sense of financial confidence.

Victoria’s passion for financial planning started young as she mentored the women in her family, including her mom and sisters, by helping them find confidence through their finances. She wanted to show them that they can achieve their forms of success through their own means. Victoria strives to extend the same message to others in her career by building rapport with peers and clients to create an engaging space that allows open communication and growth. As a Planning Associate, Victoria works with our team of advisors to provide holistic planning support, including estate, retirement, and tax planning, as well as asset and portfolio reviews.

Victoria graduated from the University of Georgia in 2019 with a Bachelor of Science in Family and Consumer Sciences, Financial Planning. While at UGA, she was involved in the Volunteer Income Tax Assistance Program and served as a Teaching Assistant for the tax planning classes offered.  She also received an Enrolled Agent (EA) designation through the Internal Revenue Service, which she currently utilizes to assist and educate clients.

Victoria is a member of the Financial Planning Association. She is bilingual in Spanish and English, and enjoys theatre, traveling and spending time with family and friends.