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Ryan Victorin
Certified Financial Planner and vice president and financial consultant at Fidelity Investments, advising families on financial planning, wealth transfer, and estate planning.
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8 snips
Nov 26, 2025
• 27min
The Power of the Plan in Family Finances
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Ryan Victorin, a Certified Financial Planner and financial consultant at Fidelity Investments, shares invaluable insights into family finances. He emphasizes that communication is key to avoiding financial pitfalls and addressing generational money mindsets. Ryan advises starting financial conversations with kids early and stresses that everyone should have a financial plan, regardless of their situation. He also discusses the importance of defining one's legacy and using digital tools to make planning accessible, making family finance discussions less daunting.
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