Hi, hello! My name is Victoria Delgado, and I began my journey here at Synthesis Wealth Planning this March 2024 as their new Client Service Associate. For the last decade, I have worked with another wealth planning firm, effectively and efficiently handling all client communications, requests, and financial processes under the sun.
This year, I worked to facilitate SWP’s first multimillion dollar merger (without a hitch!). I am very much looking forward to continuing building with, and growing within, this business, the company, and catapulting us to new horizons.
I thoroughly enjoy spending time with my friends and family, and nights out on the town. In my free time, you can catch me globetrotting, at concerts/live shows, and either outdoors or out on the dance floor with the people I care for most. Life’s short – Dance!