Victoria Tejeda

Victoria specializes in helping high-net-worth executives manage and preserve the wealth they have accumulated while identifying opportunities to grow assets for retirement and future generations. Her clients value a trusted partner who can help navigate financial complexities and pursue long-term financial goals. Victoria works closely with clients and their professional teams to create and monitor financial plans tailored to their unique needs and objectives. She is committed to helping clients build knowledge and confidence as they make important financial decisions. Her goal is to provide the assurance that comes from having sound financial strategies in place. Before joining Modera, Victoria worked as an Operations Associate at Daintree Advisors, where she partnered with client service teams to support clients in achieving their financial goals. Prior to that, she was a Pricing Specialist at State Street. Victoria earned a Bachelor of Science in Economics, with a minor in Spanish, from the University of Massachusetts Amherst. She is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent. She also serves as Secretary of Boston’s Trust and Estate Consortium and is a member of the National Association of Personal Financial Advisors (NAPFA).