About

VPG Organizes and Maintains Your Back Office Solutions

Established in 2006, our VPG team has over 15 years experience providing back office and operational solutions to the financial planning community, where staff retention and back office efficiency are key issues.

Our mission is to deliver reliable, efficient, and proactive client service so that our advisors can focus on business development, and marketing to new clients. 

Based in Los Angeles, VPG’s select team of client service specialists offer a breadth of resources and depth of expertise ranging from special project execution, IT and Marketing support, to daily account maintenance, with an emphasis on professional, knowledgeable and confidential support.