Viktoria Falus, CFP®

Senior Financial Planner

Viki joined CFM in 2005.  Throughout her career at CFM she has served in various roles, ultimately leading her to the financial planning department.

As a senior planner, Viki’s experience enhances her dedication to fully understand each individual client’s financial planning needs and to use her expertise to ensure that those needs are being met.  She oversees the firm’s financial planning process while focusing on client projects, which encompass a broad range of topics from retirement planning and tax strategies to estate planning and education funding.

In her free time, with her multinational background, Viki enjoys exploring the world. When not traveling, she likes to expand her horizons locally by diversifying her interests and hobbies and trying new things.  Most recently she started working on her tennis skills.

EDUCATION

BA Economics (with honors)
State University of New York

CREDENTIALS

CERTIFIED FINANCIAL PLANNER (CFP®)

MEMBERSHIPS

Financial Planning Association (FPA)