Foundations Investment Advisors
Victoria Rogers is a seasoned professional with experience in customer service and relationship management roles. Victoria has worked in various industries such as finance, education, and retail, demonstrating strong communication skills and a drive to assist others. With a Bachelor's degree in Business Administration, Victoria excels in explaining complex information to clients and collaborating with them to achieve their goals. Their experience as a Customer Success Specialist, Client Relationship Specialist, and Independent Living Specialist showcases their ability to handle diverse responsibilities and work independently.
Foundations Investment Advisors
Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, we pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent. Please do not hesitate to reach out with any questions, we are always here. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.