Viki considers herself a financial quarterback for her clients, combining her comprehensive financial planning and wealth management expertise.
Joined Lido: 2023
Homebase: Denver, CO
Professional Focus: She works closely with clients and advisors with the backing of Lido’s investment team to provide the highest level of service and optimal solutions for each client.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.A., Economics, State University of New York, Purchase
Previous Work Highlights: Viktoria spent 18 years with Colorado Financial Management prior to it becoming a Lido company. Before the Lido/CFM partnership, she was the Senior Financial Planner at CFM for over 10 years and helped guide clients through different life stages.
Personal Facts: Growing up in Budapest gave Viki two decades of experience living in different parts of the world learning about different people and cultures and becoming proficient in 3 languages. She now resides in Colorado and enjoys all that the Centennial State has to offer.
*Inactive
