Advisor profile


My approach

Victoria Barbisan - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Victoria Barbisan - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 License
  • Series 63 License
  • Series 65 License
  • CA Insurance License 0D12945

Education

  • University of Southern California, Bachelor of Science, Finance

Interests

Game night with family, husband Jerry and 3 sons

Enjoying free Sunday concerts at Huntington Central Park Library

Bike-riding along the beach paths of Huntington and Newport

Playing hockey on Sunday with my women's team at the Rinks inline hockey

Going to Anaheim Angels baseball games

Volunteering for the Academy of Performing Arts and Huntington Beach High School PTSA

Community participation

Huntington Seacliff Elementary PTA volunteer, procurement, fall fundraiser co-chair

Huntington Beach High School Foundation volunteer

Huntington Beach High School PTSA, VP Ways and Means

Previous experience

  • Olde Stock Brokers, 1993 - 2000
  • Morgan Stanley, 2000 - 2004