Victor E. Dupuis, ChFC, CFP

Victor E. Dupuis, ChFC, CFP

Managing Partner

Domicile State: PA
Phone: 610-444-3344 ext. 201
Fax: 610-444-8316
E-mail:
 

Professional Specialties:

Financial Planning Services

Access to Professional Asset Managers

Retirement Plan Design and Implementation

Estate Planning

Long Term Care Insurance

Life and Disability Income Insurance

Business Succession Plans

Executive Compensation Design

Employee Benefits Design and Management

Qualifications:

Investment Advisor and Financial Planning Representative of MML Investors Services, LLC

Certified Financial Planner® Practitioner (CFP®) since 1987

Chartered Financial Consultant Practitioner (ChFC®) since 2001

Managing Partner of The UFinancial Group (formerly Wienken & Associates) since 1989

Financial Services Associate of The UFinancial Group (formerly Wienken & Associates) since 1982

Principal Registered Representative of MML Investors, LLC (member SIPC) since 1991

Life & Qualifying member, Million Dollar Round Table (MDRT)

MDRT Court of the Table (2004-2011)

B.A. Political Science (minor Finance) - Pennsylvania State University - 1982

Personal:

Married to Faith Bailey Dupuis - since 1983

Four Children: Joy (Married), Victor (Married), Natalie, Evan

Active Member - Willowdale Chapel

Active Member - Kennett Square Golf and Country Club

Chairman and Founding Board Member - Brandywine Valley Chorale

Hobbies include coaching, golf, hunting, fishing & tennis