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Viktoria Falus is a Certified Financial Planner® professional with over 18 years of experience in the financial services industry. Viktoria is currently registered with Lido Advisors, LLC dba Colorado Financial Management, A Lido Co. in Boulder, Colorado. Viktoria previously worked at Sargent Bickham Lagudis, LLC in Boulder, Colorado. Viktoria offers financial planning, portfolio management, and educational seminars to individual and business clients. Viktoria Falus is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/29/2024 - Present
Lido (LOS ANGELES CA)
Active
Inactive
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