Victoria Fillet

Victoria Fillet, CFP^® is Vice President, Senior Wealth Advisor with Roosevelt Private Wealth.  Victoria joined The Roosevelt Investment Group, Inc. in 2018 following the acquisition of Blueprint Financial Planning.. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission.  Prior to joining Roosevelt, Victoria served as Managing Partner of Blueprint Financial Planning, Victoria earned a BS from Fordham University with a concentration in Economics and Finance, and holds the Certified Financial Planner® (CFP) designation. Victoria is the former Chairman and President of the Financial Planning Association of New York. She is an avid volunteer with FPANY working with students at Borough of Manhattan Community College, and a regular lecturer at the NY Public Library. She began her career on Wall Street in institutional finance, but much prefers working with individuals. She is passionate about helping everyone, especially those most ignored, to become financially literate.