Victoria Bogner

Partner Advisor

CFP®, CFA, AIF®

With approaching twenty years of experience working with clients to build better financial futures, CERTIFIED FINANICAL PLANNER™ professional Victoria Bogner is a partner-advisor in Allworth’s Lawrence, Kansas office. An oft-quoted resource in numerous financial sector publications, and a proud graduate of Kansas State University, where she majored in Mathematics and minored in both Computer Science and Japanese, in 2018, Victoria was recognized as an Investment News’ 40 Under 40 honoree*, a yearly compilation of the top young professionals in the financial services industry nationwide.

 

*InvestmentNews' 40 Under 40:  The winners are chosen from a pool of almost 1,000 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Nominations are accepted for professionals from all sides of the financial advisory industry, including executives and those working for industry organizations. InvestmentNews determines nominees' eligibility for the 40 Under 40 list based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. Victoria did not pay a fee to be considered for this ranking which she received in 2018.

Latest Insights


The Emotional Side of Estate Planning: Preparing Your Family for the Future

Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …

Read more
The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes

Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.

Read more
The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)

Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.

Read more