Victoria (Vicki) Breen

INDEPENDENT CONSULTANT

Vicki Breen has been a financial advisor and active member of the Ventura County business community for over 40 years. Vicki and her mother, Marjorie Derby, were the founders of Ojai-based financial and insurances services firm Derby and Derby, Inc. in 1983. In 2019 Vicki merged her firm into Steve Wagner’s to create continuity for her clients and employees as she prepared to retire. She remains aligned with Integrity Wealth Advisors (IWA) as a resource for the firm and advisors. During her time as a licensed securities broker and registered investment advisor, she was a founding director of a mutual fund company and served on the board for 20 years, was a supervising branch principle for multiple broker/dealers including FSC Securities, Transamerica Financial Services and Securities America.

Her volunteer work includes serving as the Treasurer for The Rotary Club of Ojai for 5 years, the Ojai Valley Land Conservancy for 4 years and contributing her knowledge to investment committees at two schools in Ojai. She and her husband, Dan raised their son, Zac in Ojai, and have been very active in the Ojai community since buying their Ojai home in 1993. Sports is big in the Breen family – go Dodgers! Vicki’s favorite past volunteer position was learning to keep score during the 10 years Zac played and Dan coached Pony baseball. The Breen family is committed to the unique and beautiful Ojai Valley and enjoy the many walking/hiking trails.

The IWA Team

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Our Core Values

THOUGHTFUL INDEPENDENT FIDUCIARIES

Our clients have placed us in a position of trust and we take that duty seriously. As fiduciaries for our clients, it means we follow a high fiduciary standard of care that requires us to put your interests above our own.

YOU CAN TRUST THAT WE WILL ALWAYS:

  • Act in your best interest
  • Be transparent about costs and fees associated with our services
  • Disclose any conflicts of interest that may be present when providing recommendations
  • Help you understand all of the options available to you
  • Provide prudent investment advice
  • Avoid high cost or high commission products
  • Be truthful with you about the risks you take when investing

If you are worried that the advisor you are currently working with may not be acting in your best interest, schedule a meeting with us and get a second opinion. The initial consultation is complimentary and it may help put your mind at ease.

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