Victoria Bogner

Biography

Victoria is the CEO of Affinity.  She has been an advisor on the hybrid-RIA platform since 2005 and works with a wide array of clients that range from university presidents to Hollywood celebrities. An Accredited Investment Fiduciary® and a Certified Financial Planner®, she is also a Chartered Financial Analyst Charterholder. This designation serves to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence.

Along with serving her clients, she leads our Investment Committee to plot our approach to asset management. She also performs stock market analysis for investment strategies and is in charge of the securities trading component of our company.

Victoria is a 2018 40 Under 40 Honoree* by InvestmentNews, the leading news source for financial advisers. The 40 Under 40 project is designed to reveal top young professionals who do remarkable work in the financial industry. To be considered, she met their four criteria of accomplishment, contribution, leadership, and promise.

She has been featured in the Wall Street Journal, New York Times, Associated Press, US News & World Report, ABC News, Fox Business News, Inc.com, the Washington Post, and other top publications about work-life balance as the CEO of a multi-million dollar business and being a working mom.

She and her husband Luke keep active with their two children.

Education

  • Bachelor of Science, Mathematics – Kansas State University
  • Minors – Computer Science, Japanese

Designations

  • Certified Financial Planner®
  • Chartered Financial Analyst Charterholder
  • Accredited Investment Fiduciary®

Memberships and Board Positions

  • Secretary for Green Wish™ National in Los Angeles
  • Founder and President of Green Wish™ Lawrence
  • CFO for Johnson County Business Partners