Victoria A. Rogers, CFP®
Technology Manager/Financial Planner
Schneider Downs Wealth Management Advisors, LP
 

Vicky has over 16 years experience in the financial service industry including over 26 years experience in the accounting industry. Vicky is actively involved in the reviewing and monitoring of client portfolio’s and is also responsible for creating customized financial plans for our clientele, including, cash flow analysis, retirement planning, estate tax planning and investment portfolio development and analysis. Vicky has created and currently maintains client account, contact and billing databases for both internal reporting and customized client reporting. She is also responsible for implementing internal technology including this website.

 

Vicky completed the CFP® Professional Education Program at the College for Financial Planning in Denver, Colorado. She is a Certified Financial PlannerTM practitioner, a member of the Financial Planning Association (FPA) and has obtained an Accounting Certificate.

 

  
 
 
  "Life is unpredictable, we seek to smooth the bumps and give you confidence in your financial security"  
 

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