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Victor Trebules III, CFP

Victor Trebules III, CFP

Financial Consultant / Certified Financial Planner

Victor has worked in the financial services industry for over 23 years and is a CERTIFIED FINANCIAL PLANNER™, who offers professional comprehensive financial planning services to individuals and small businesses.  He helps his clients define and achieve their financial goals, enabling them to grow and preserve their total wealth.  He currently holds the Series 7, 24, 53, 63 and 65 licenses.

A Maryland native, Victor graduated from the University of Maryland’s Robert H. Smith School of Business with a B.S. in finance.  He also earned his MBA from the University of Maryland Global Campus.  He and his wife reside in Rockville, MD with their three children.  When not at work, Victor is actively involved in his kid’s school activities and enjoys hiking, boating, skiing, and many other outdoor activities.