This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing

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Smart Money Circle

Adam Sarhan

281 episodes

17 hours ago

This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given.

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This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing

Smart Money Circle

11 minutes 59 seconds

2 months ago

This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing

Guest

Daria Victorov – Financial Advisor and Partner at

Abacus Wealth Partners with approximately $3B in AUM

Website:

https://abacuswealth.com/

Bio

Daria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she relocated to the Bay Area and worked for a small RIA in Silicon Valley. There she kick started her career working primarily with young professionals in tech. After a year the company merged with another RIA where she gained experience working with a transcontinental team and focusing on transitioning clients to the new firm.

In 2016 she moved to Abacus Wealth Partners where she is now a relationship manager and partner. Abacus is a national RIA that serves ~1,600 households. She has been on FPA Silicon Valley's board of directors and the NorCal committee. Currently she is involved with NAPFA's DEI committee. In 2018 she was named one of Financial Advisor's 10 Young Advisors to Watch. Lastly, in 2024 she was named one of InvestmentNews' Rising Star recipients.

Disclaimer:Abacus Wealth Partners, LLC (‘Abacus’) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material prepared by Abacus is for informational purposes only and is developed from sources believed to be providing accurate information. Abacus’ website and its associated links offer news, commentary, and generalized research. The opinions expressed and material provided are for general information and should not be considered as a recommendation or solicitation of any particular security, strategy or investment product. It is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus is not a legal or accounting firm. Please consult with your tax and/or legal professional regarding your specific tax or legal situation when determining if any of the mentioned strategies are right for you. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.