Victor Maccagnan, MBA, CFP®, ChFC®, CIMA®
Victor D. Maccagnan joined Eagle Rock Wealth Management as Managing Director. He began his career with American Express Financial Advisors in 1999. Since then Victor has been a portfolio manager in private banking and senior wealth advisor with independent firms. He specializes in investment/risk analysis, 401(k)s, retirement forecasting, estate planning, and asset protection strategies. He has experience working with a diverse mix of clientele, such as Fortune 500 CEOs, CFOs, Entrepreneurs, Wall Street Executives, and Professional Athletes.
Victor has an MBA in Finance with a concentration in Investments, along with earning the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) credentials. He also completed a program at the Wharton School of Business, where he achieved the Certified Investment Management Analyst (CIMA®) designation, which is designed for financial professionals who want to attain a level of competency as an advanced investment consultant.
Victor has been quoted in Boomer Market Advisor magazine and has provided market updates on NJ 101.5 FM. He is currently a member of the Investments and Wealth Institute®
Victor resides in Basking Ridge, NJ with his wife and two children. When he has some free time, Victor enjoys a round of golf.