CERTIFIED FINANCIAL PLANNER™ professional Hello and welcome to my Website. I help individuals, families, and business owners develop appropriate financial strategies based on their various goals and objectives. These may include: • Financial Planning • Retirement Planning • Tax-Advantaged Investment Strategies • Education Savings Plans • Life, Disability, and Long-Term Care Insurance My approach is to listen carefully as clients describe their financial goals. I then gather all of their pertinent financial information and discuss possible strategies. Informing clients of the advantages and disadvantages of these strategies is vital. Because there is an overwhelming amount of financial information available, it can be difficult to know how to proceed. I believe in maintaining long-term relationships with clients and working together to review their situations regularly and making changes as needed. My current FINRA securities registrations include the Series 6, 7, 24, 53, 63, and 65. In addition, I regularly attend Continuing Education classes so that clients can count on me for accurate, up-to-date advice. AXA Advisors, LLC, is an Equal Opportunity Employer - A/A M/F/D/V AXA Advisors does not provide tax or legal advice. The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only. Please consult your tax and/or legal advisors regarding your particular circumstances. CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. AXA Equitable does not issue disability income insurance, group life insurance, health insurance, dental plans, or vision plans. These products are issued by third-party insurers and are made available through an insurance brokerage affiliate. |
Victor J. Belonis, CFP®, ChFC |
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Calculators
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Contact Info
California Insurance License #: 0D30571
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
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