Victor Cannillo
NAPFA-Registered Financial Advisor
Baron Financial Group
Wealth Management Principal
Victor Cannillo
NAPFA-Registered Financial Advisor
Baron Financial Group
Wealth Management Principal
Our purpose is to protect and grow your money responsibly, helping to guide you towards financial security. - Victor Cannillo, NAPFA-Registered Financial Advisor
Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City
Victor Cannillo is a Fair Lawn, NJ fee-only Wealth Manager, with additional meeting sites in Morristown, NJ and New York City and a branch office in Sarasota, Florida. Baron Financial Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Victor Cannillo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Victor P. Cannillo, NAPFA-Registered Financial Advisor, Founder, 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. He received his Bachelor’s degree in Finance and Investments and completed all of the coursework from the Certified Financial Planning program. 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 brings a strong business background to Baron Financial and implemented a team-based approach to financial planning at the firm.
Victor Cannillo is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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
Click here to view our 2 minute intro video
* Disclosure: Every investment strategy has the potential for profit or loss.
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00:25:26
Baron Financial Group- Medicare Webinar September 13, 2016
Choosing A Medicare Plan: Learn What You Need To Know Prior and During Your Medicare Years. Medicare Consultant Mary Jean Cullen (MedicareAssist, LLC) discusses how Medicare works.
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00:01:59
Baron Financial Group: introduction to our firm
We are a boutique firm of financial planners and investment managers. "High Stability Wealth Management" is our investment strategy, designed exclusively by Baron Financial Group. We are fee-only financial advisors, so we will act as your advocate and provide you with expert objective advice.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Life Management
- Retirement Income Planning
- Investment Management
- Special Needs Planning
- Holistic Financial Planning
Ideal Clients
- Retirees and Near Retirees
- Special Needs Families
- Organizations
- Individuals and Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Victor Cannillo is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Victor Cannillo
Office Locations:
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16-00 Route 208 South
Fair Lawn, NJ 07410 -
55 Madison Ave.
Suite 400
Morristown, NJ 07960 -
1990 Main Street
Suite 750
Sarasota, FL 34236 -
Midtown Manhattan
By appointment
New York, NY 10036