Financial Services/Tax

Victoria Makovitch

Wealth Management Assistant

Tax Accountant

Victoria has called Bay Area her home since 1992 when she moved here from Latvia by the Baltic Sea. She loves to travel, explore new cuisines and culture. She has big passion for all animals and big obsession for succulents and orchids. She enjoys time with her family and friends playing board games, going wine tasting, hiking, camping and relaxing on the beach.

She is a member of California organization to preserve the state's history called Native Son of the Golden West

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Her favorite quote by William Shakespeare is: "Love all, trust a few, do wrong to none"

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She joined our team in 2001 as Wealth Management Assistant when we extended our services to the financial service industry. In June, 2023 she has passed her Series 65 and is on her way to acquire Series 7 and Series 6 to complete her licensing journey to become a financial advisor.

Because of her love for a challenge she quickly obtained knowledge to help our clients with bookkeeping, accounting, Quickbooks, tax preparation and the financial services industry.

Office: 650-321-0622