Tysons Corner
Victoria Pazzalia, CRPC®
Senior Vice President, Financial Advisor
Meet Victoria, Chartered Retirement Planning Counselor™ – a University of Virginia graduate with a double major in economics and psychology. This unique background fuels her passion for empowering individuals and families to make informed decisions about their financial future.
Victoria understands that financial planning isn’t just about crunching numbers; it’s about navigating the exciting and sometimes overwhelming journey toward financial freedom. With a proven track record of guiding clients through complex financial situations, Victoria crafts personalized solutions that help ensure their financial needs are met, their future is secured, and their aspirations are realized.
Whether you’re a recent retiree, a professional nearing retirement, or somewhere in between, Victoria is here to listen, understand, and guide you on your path. Her understanding of economics allows her to navigate the financial landscape, while her background in psychology helps her tailor strategies to your individual circumstances.
Victoria leverages her skillset to:
- Develop personalized financial plans. She crafts strategies aligned with your specific goals and risk tolerance.
- Navigate complex financial situations. Victoria has the expertise to address your retirement planning, wealth management, tax, and insurance needs.
- Empower informed decision-making. With clear communication, she ensures you understand the financial landscape and feel confident about your choices.
Beyond the numbers, Victoria enjoys road trips, catching sporting events with her husband, listening to podcasts, cooking, and expressing her creativity through arts and crafts. Victoria is also a proud dog and cat mom.
Phil Simonides, CFP®
Executive Vice President, CERTIFIED FINANCIAL PLANNER® Professional
Empowering individuals and businesses to achieve long-term financial security is Phil's passion. With over 35 years of experience, he's a trusted advisor known for his strategic thinking and unwavering commitment to client success.
Phil focuses on crafting personalized financial plans tailored to your unique goals and risk tolerance. Phil works closely with you to:
- Craft your financial master plan. Leveraging his experience in retirement planning, wealth preservation and growth, tax efficiency, and estate planning, Phil designs a roadmap tailored to your goals and securing your future. He can also help you tackle volatile markets with Safe Money Strategies, offering solutions that guarantee your principal remains protected.
- Simplify the complicated. Phil thrives on helping clients navigate even the most complex financial situations. Whether it's managing market volatility or optimizing your tax strategy, he'll guide you through every step to ensure you keep more of your hard-earned savings.
- Encourage sound decision-making. Clear communication is paramount for Phil. He ensures you understand the financial landscape and feel confident about your choices. His most important deliverable is confidence.
Beyond his list of credentials - such as being a CERTIFIED FINANCIAL PLANNER® professional, holding eight securities licenses including the fiduciary (Series 65) license, and Life & Health Insurance licenses - Phil is also:
- A recognized industry leader. His insights have been featured in Kiplinger, The Wall Street Journal, Bloomberg Radio, CNBC, Investment News, and more. His book, "Spend, Protect, Grow," reveals how to derisk your retirement to achieve your dream lifestyle.
- A philanthropist at heart. Phil actively gives back to the community, donating time and raising millions in support of many local and national charities.
An avid athlete. When not helping clients achieve their financial goals, Phil enjoys tennis, golf, and more recently, pickleball.
