Victoria M. Trumbower, CPA, CFP®
Managing Member
Victoria offers clients a unique combination of technical expertise and practical insight. She can identify and communicate important factors related to a complex situation and help people evaluate and optimize their personal financial opportunities. Victoria was a pioneer in the development of comprehensive, fee-based financial planning services in the public accounting profession. She has developed an approach that effectively guides clients through the maze of alternatives toward successful achievement of their goals.
In 1981, Victoria began to specialize in personal financial planning by expanding her role as a closely-held business advisor to include the financial concerns of shareholders and their families. She practiced in the “Big Six” for ten years prior to forming Trumbower Financial Advisors, LLC
She now serves entrepreneurs,executives and retirees of large corporations, as well as professionals and their families. Victoria has assisted companies and non-profit organizations with the development and evaluation of compensation, retirement, relocation and downsizing programs. She has established a reputation for excellence and creativity in the areas of individual and fiduciary income taxation and wealth transfer tax planning.
Victoria earned an undergraduate degree from Georgetown University in International Management and a Master of Science in Finance from The American University. She is a CPA/PFS and CFP® certificant. Victoria is a member of the Past President’s Advisory Council of the Financial Planning Association’s National Capital Area Chapter.