Forum Financial

Victor Ribadeneyra

PMP®, CSM | Manager, Advisor Knowledge, and Education
Forum Financial Team Member Victor Ribadeneyra

VICTOR RIBADENEYRA

PMP®, CSM | Manager, Advisor Knowledge, and Education

630.519.4937 | VRIBADENEYRA@FORUMFINANCIAL.COM 1900 S. Highland Ave., Suite 100, Lombard, IL 60148
Forum Financial Advisor Victor Ribadeneyra

ABOUT VICTOR

Victor Ribadeneyra joined Forum Financial Management in 2026 as a Manager of Advisor Knowledge and Education. He brings 11 years of experience as a program director and project manager in the nonprofit, education, and arts sectors, specializing in 1:1 coaching, leading teams of subject matter experts, managing fiscal spending for restricted grants, and mitigating complex, high-impact risks.

Before joining Forum, Victor served as Director of Community & Social Impact at the Chicago Sinfonietta, Program Director at the Music Institute of Chicago, and Project Manager at Midwest Young Artists Conservatory. He began his career as a K-12 teacher in the School Town of Munster. Victor also owns and operates a single-member LLC music lessons business and teaches project management certification classes as a PMP® and CAPM Instructor with PPM University.

Victor holds Project Management Professional (PMP)® and Certified ScrumMaster (CSM) certifications.

Victor earned a Bachelor of Arts in Education from Indiana University Bloomington in Bloomington, Indiana.

Outside of work, Victor is a professionally trained jazz and classical trombonist with 21 years of experience. He serves as principal trombonist for the Chicago Brass Band, a nonprofit performing group, where he also helps organize events and provides pro bono nonprofit consulting to their board.

Tell Us About Your Financial Life and Aspirations

Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.

Discuss Topics Crucial to Your Financial Success

Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.

Develop a Strategic Plan Unique to You

Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.

Putting Your Plan Into Action

We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.

Review Goals and Plans When Your Life Changes

You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally, your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.

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