Victoria Larson Headshot

Victoria Larson

CEO and Financial Advisor
The Society for Financial Awareness
Power of Zero Elite Advisors

Building Your Retirement with Independence and Purpose

Victoria takes pride in being an independent and holistic financial advisor, offering clients the freedom to explore a universe of investment solutions tailored to their unique retirement goals. With over 20 years of experience in the financial services industry, she specializes in crafting personalized retirement plans designed to protect, grow, and optimize your wealth while aligning with your values and aspirations.

Her independent approach ensures that your financial strategy isn’t limited by a single set of products or solutions. Instead, Victoria leverages the full spectrum of available investment options to design a plan that reflects your unique needs and life goals. She believes true financial success comes from considering every aspect of your life—family, lifestyle, legacy, and beyond.

Victoria’s philosophy centers on collaboration and education. She works hand-in-hand with clients, ensuring they understand the strategies behind their plan and feel confident in every decision. Her mission is clear: To empower you to live the retirement you deserve while maintaining the flexibility to adapt as life evolves.

Armed with a passion for knowledge and innovation, Victoria integrates her deep understanding of insurance, investment management, and advanced financial and tax strategies into her practice. Her work is devoted to helping clients achieve financial independence, create tax-efficient wealth transfer plans, and navigate the complexities of retirement with clarity and peace of mind.

Victoria holds Series 6, 63, and 65 securities licenses as well as life and health insurance licenses. A graduate of DePaul University with a degree in marketing, she combines her education with her extensive experience to provide clients with thoughtful, tailored guidance.

When she’s not helping clients design their ideal retirement, Victoria enjoys time with her two children, and four grandchildren. She loves cooking, exploring new destinations, and savoring a perfectly crafted Old Fashioned.

Knowledge Acquisition & Asset Protection

Prior to founding Vitality Investments:

Victoria spent over a decade working for Executive KnowledgeWorks: A consulting firm specializing in custom-built executive education, corporate universities, action learning.   Her clients included:  Dow Chemical, Glaxo Pharmaceuticals, Abbott Laboratories, The Gap, Real Estate Brokerage Council.

Upon leaving Executive KnowledgeWorks.  Victoria was an insurance executive and agency owner with Allstate Insurance company for 15 years.  She developed and nurtured relationships with her client base that set a standard of excellence, quality service, trust and integrity.  In early 2016, after growing her agency from nothing to $7.5 million in annual premium, Victoria sold her ownership stake to investors and started her own advisory firm.