Vic Conrad, CFP®, ChFC, AIF®, CPA (inactive)

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® 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.

Vic has received the distinction of a Five Star Wealth Manager from Pittsburgh Magazine every year since its inaugural year in 2012.

2012-2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in June 2025 based on data gathered within 12 months preceding the issue date. 1,965 advisors were considered, 211 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Vic is proud to have been recognized as a President’s Level advisor for 2025—a distinction based on annual production that places him among the top 22 percent of advisors affiliated with Commonwealth Financial Network. 

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.