Wealth Manager@ Lido Advisors, LLC
Denver, Colorado, United States
Viktoria Falus, CFP®, EA
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Purchase College, SUNY
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FlashIntel GPTViktoria Falus, CFP(r), EA is an experienced Senior Financial Planner with 18.7 years of work experience in the investment management industry. She is skilled in financial planning, asset management, retirement planning, estate planning, insurance planning, income tax, and strategic financial planning. Based in the United States, Viktoria has worked at Colorado Financial Management and Lido Advisors, LLC, gaining expertise in wealth management and investment management. With a strong background in financial services, she is a valuable asset to any organization.
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About
Experienced Senior Financial Planner with a demonstrated history of working in the investment management industry. Skilled in Financial Planning, Asset Management, Retirement Planning, and Income Tax.
Work Experience
Wealth Manager
Financial Services
Viktoria Falus, CFP®, EA's Professional Milestones
- Senior Financial Planner (2005-03-01~): Developed comprehensive financial strategies that optimized cost efficiency and exceeded market expectations.
- Wealth Manager: Successfully implemented a strategic investment strategy, maximizing company's wealth and reducing risk.
Education
Economics
2002-2004Skill
Asset Management
Financial Planning
Retirement Planning
Estate Planning
Insurance Planning
Income Tax
Strategic Financial Planning
Certification
Colleagues
Other Named Viktoria Falus, CFP®, EA
Frequently asked questions
We found 4 Viktoria Falus, CFP®, EA's email addresses
We found 2 Viktoria Falus, CFP®, EA's phone numbers
Viktoria Falus, CFP®, EA's social media include: Linkedin,
Viktoria Falus, CFP®, EA works for Lido Advisors, LLC
Viktoria Falus, CFP®, EA's role in Lido Advisors, LLC is Wealth Manager
Viktoria Falus, CFP®, EA works in the industry of Financial Services
Viktoria Falus, CFP®, EA's colleagues are Ralph Marcantonio,Gregory Kushner,Tina Witham
Viktoria Falus, CFP®, EA's latest job experience is Wealth Manager at Lido Advisors, LLC
Viktoria Falus, CFP®, EA's latest education in Purchase College, SUNY
