Delia is the Owner and Senior Wealth Manager of Victoria Park Wealth Management. She decided to launch this venture after over a decade of industry experience, with her previous seven also being spent specifically in Wealth Management. She started her career in her home city of Boston providing investment consulting to Financial Advisors throughout the country, both at Putnam Investments and Windham Capital Management. In her time working in partnership with Wealth Managers, Delia gained an extensive insight into practice management and financial planning, and ultimately developed a passion for the business. She decided to apply her background in investments with her experience in the field to pursue the opportunity to become a Financial Advisor with a team at UBS in Fort Lauderdale for five years. Delia joined Morgan Stanley in 2022 with that same team and remained there for two more years. In that time, she quickly distinguished herself as a knowledgeable and trustworthy advisor. Over the years, she has worked with a diverse range of clients, from young professionals to retirees, providing guidance on everything from retirement planning and investment management to estate planning and tax strategies.
In 2024, Delia decided to create Victoria Park Wealth Management. She brings with her the dedication to gaining a deep understanding of each client’s unique financial picture, along with a comprehensive approach to planning for their future. Delia is a CERTIFIED FINANCIAL PLANNER™. All CFP® professionals commit to the CFP Board to act as a fiduciary, and therefore always act in their client’s best interests when providing financial advice. She also holds a Series 7, 6, 63, and 66 securities registrations, as well as insurance licenses in life, health and variable annuities.
Education and Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Bachelor of Arts in Economics from Trinity College
Areas of Expertise
- Retirement Planning: Helping clients prepare for a secure and comfortable retirement.
- Investment Management: Developing customized investment strategies to meet clients' unique goals.
- Estate Planning: Working closely with clients’ attorneys on the creation of wills, trusts, and estate plans to ensure clients' wishes are honored.
- Tax Planning: Providing strategies to minimize tax liabilities and maximize savings.
Personal Life
When she's not working, Delia enjoys spending time with her family, running, cycling, and supporting her favorite sports teams. She believes in living a balanced life and strives to bring that philosophy to her clients by helping them achieve financial well-being. She lives in Victoria Park with her fiancé, Jordan, and their two dogs, Tatum and Shaq.