I founded Vilga Financial in 2020 to serve and partner with people like myself: busy finance-minded professionals who don’t have the time to make plans or manage their portfolios effectively.My philosophy is based on developing a comprehensive financial plan around goals, psychology, and an understanding of your lifestyle. I believe a good financial approach is centered around the things you can control: fees, taxes, and a disciplined mindset. After 20 years of managing teams for major New York financial firms, I realized my true passion was in personal finance. My dream is to be the go-to for people who have a DIY interest in finance, but the demands of life, family, and work don’t allow them to create realistic plans based on core values and needs.We help individuals + families to plan for decades ahead, and keep tuning things as life changes. Rebalancing portfolios, managing cash flows, and being an accountability partner through the rough times. I love what I do and am grateful to get to work with so many wonderful clients. If you have a financial question or want to explore working together, reach out!
