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Victoria Makovitch

Wealth Management Assistant

Tax Accountant

Victoria has lived in the Bay Area since 1992 when she moved here from Latvia by the Baltic Sea. She loves to travel, explore new food and culture, animals and has a big passion 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.

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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. 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

*Check the background of your financial professional on FINRA’s BrokerCheck

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services    , Member FINRA, SIPC Investment advisory services offered through Avantax Advisory Services    . Placing business through Avantax Insurance Agency     and Avantax Insurance Services    . CA #0D71784.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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