Victoria | CEO and Financial Advisor | Vitality Investments

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. Victoria previously held the Series 6 & 63 licenses, but currently holds the Series 65 securities license as well as life and health insurance licenses. 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.

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.

Victoria is honored to be part of the Society for Financial Awareness (SOFA), a national nonprofit organization dedicated to improving financial literacy through educational workshops and community outreach.

Victoria is a proud member of The Elite POZ Advisor Group, a select network of financial professionals trained to help clients achieve a tax-free retirement through the Power of Zero strategy.

The Elite POZ Advisor Group is an indication that the financial advisor has attended training provided by The Power of Zero, passed a comprehensive exam, met minimum annual production requirements, and other membership qualifications and does not constitute an endorsement of any kind. Membership does not guarantee investment success and does not ensure a higher level of performance or results.

Knowledge Acquisition & Asset Protection

Prior to founding Vitality Investments:

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.

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.