Victor P. Cannillo| Founder
Baron Financial Group
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Special Needs Planning
Morristown, NJ 07960
Sarasota, FL 34236
Fair Lawn, NJ 07410
New York, NY 10036
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Victor Cannillo is a fee-only financial planner with offices in Fair Lawn and Morristown, NJ, and Sarasota, FL. Baron Financial Group specializes in retirement planning, high net worth clients, women's financial needs, organizations, and special needs families and individuals. Baron Financial Group uses their High Stability Wealth Management strategy to help clients build, manage, grow, and protect their assets through life's transitions.
Victor Cannillo, NAPFA-Registered Financial Advisor, is a Wealth Management Principal with Baron Financial Group and the founder of the firm, with over 20 years of experience in the financial industry.
Victor received his Bachelor’s degree in Finance and Investments and has completed all of the coursework in the Certified Financial Planning program offered through the College of Financial Planning. He has also completed graduate level courses in Investment Management. As a result of his relationship with a special needs family member, Victor has been personally touched with the challenges associated with special needs. This relationship led him to become active in the special needs community, particularly with Spectrum for Living, a not-for-profit organization dedicated to helping adults with developmental and/or physical disabilities.
Victor is a member of the National Association of Personal Financial Advisors (NAPFA). Membership is granted only to advisors who pass an extensive screening process. Advisors who pass the vetting process must be paid directly by their clients; without receiving conflict-inducing commissions and rewards generated from the sale of financial products. He is a recipient of the Five Star Wealth Manager Award in New Jersey and honored to have received this award for multiple years.
Victor implemented a distinctive team-based approach to financial planning at Baron. He continuously works toward maintaining open and effective communications between clients and advisors, and strives to provide clients with the education and right financial tools to best prepare and protect the money they worked hard for.
Victor brings a strong business background to Baron Financial. He is a successful real estate owner and investor for many years in various properties, valuable experience that is an asset for clients who are considering investing in real estate through outright ownership.
He has been quoted in the Daily Record in Morristown on the topic of retirees outliving their funds, the New York Post on investing in real estate, and the Reuters News Network. He was also featured in the Newark Star Ledger. He authored an article for the Bottom Line newsletter on Bond Laddering.
Victor is married and has two children, Gregory and Victoria. He enjoys fund-raising for numerous organizations and is proud of the philanthropy associated with Baron.
We are a NAPFA Fee-Only firm that provides a comprehensive service, combining financial planning and investment management. There are no hidden fees or commissions; we are not influenced by any outside interests or paid to recommend any specific product. We work solely for you and are only compensated by you. As fiduciaries, we have an obligation to put client interests above our own. We are committed to acting with integrity, establishing trust and displaying competence with every client.
Our purpose is to protect and grow your money responsibly, helping to guide you towards financial security. Our approach is based on decades of investment management experience, using Nobel-Prize-winning principles of asset allocation and risk management to build broadly-diversified, customized investment strategies.* Client investment strategies are combined with each client’s specific financial circumstances, investment experience, and investment objectives to provide holistic financial advice.
Our planning services include, but are not limited to: ongoing retirement planning, specializing in efficient withdrawal strategies, review of estate documents and insurance policies, advice on the purchase and sale of real estate, gifting strategies, and coordination with your attorney and accountant.
Our clients include individuals, families and organizations, with a special expertise working with retirees, women, and families with special needs.
Introducing Baron Financial Group
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* Disclosure: Every investment strategy has the potential for profit or loss.