Victoria Lynne Roberts CDFA®, CFP®


Victoria L. Roberts

841 Sylvan Drive
FORT WORTH TX 76120
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(941)587-1155

Victoria Lynne Roberts is a trained Certified Divorce Financial Analyst with an extensive background as a Financial Educator and Tax Counselor who lives her motto: “Financial Guidance with Integrity.”
Victoria has over 24 years of financial planning experience, and stays current in the field by attending various education seminars and workshops each year.
Victoria started her career as a Series 7 registered representative in 1982 with a regional San Francisco stock brokerage firm. She worked with the municipal bond underwriters and bond traders in the Public Finance Department.
While working as a NASD Arbitrator in 1988 and 1989, Victoria attended the University of California, where she was awarded a Certificate in Personal Financial Planning in 1990. Victoria then worked as a Financial Consultant for the Securities division of Wells-Fargo Bank in the Napa, Sonoma and Marin County branch offices.
Her financial qualifications include Security Exchange Commission licenses: Series 7, Series 24 and Series 65. Ms. Roberts is a NASD licensed Investment Advisor Representative with Kovack Securities, Inc. Kovack Securities, Inc. is a unique independent broker-dealer as it is founded, owned and managed by individuals like Victoria.
A move to Florida, after her marriage to a retired United States Air Force officer, created opportunities to become a Certified Senior Advisor (2003) and a Certified Divorce Financial Analyst (2004) while she worked as an independent investment professional in Venice, Florida.
To better serve her clients, Victoria now owns her own businesses, Capital Financial Group and North Port Tax Services, North Port, Florida. Ms. Roberts is able to meet with clients in her North Port office, her home office in Sarasota and several convenient conference rooms for confidential appointments in Sarasota, Bradenton and Venice.
Victoria is involved in her community through the North Port Area Chamber of Commerce’s Senior Outreach Committee, the Women’s Resource Center of Sarasota County and the Substance Abuse Educational Council. She conducts seminars and workshops, speaking to organizations of senior citizens in the greater Florida Gulf Coast area and teaches financial classes for The Women’s Resource Center in Venice, Florida.
With knowledge and experience as a financial consultant, arbitrator and senior advisor, she considers herself a “Career Financial Educator” and enthusiastically strives to educate her clients to help them understand their assets and liabilities, the effects of inflation on investments, how to judge future income needs and how to legally reduce their taxes.