Vic Conrad, CFP, ChFC, AIF
Founder/Owner - Financial Advisor
Vic graduated from Indiana University of Pennsylvania (IUP) with a B.S. in Accounting. He has over 30 years of experience, is a CPA (inactive), and a CERTIFIED FINANCIAL PLANNER(TM) professional (CFP®). To learn more about Vic's experience, please visit our founder page.
He is fully securities and insurance licensed.
Vic lives in Cranberry Township with his wife, Debbie, their daughter Emma, and twin sons, Jacob and Adam – along with a Cavachon named Remi. He enjoys public speaking and playing golf.