Viktor Szucs, CFP®

Viktor Szucs has the unique ability to find simple solutions to complex wealth issues.  He helps his clients see beyond their immediate financial concerns to achieve a greater vision of how they can use their financial resources to bring fulfillment to their lives.  Viktor specializes in assisting the families of corporate executives and business owners integrate their wealth with their vision of personal achievement.  He has extensive experience in working with people in transition, like the suddenly single or recently retired.


Born in Budapest, Hungary, he saw the advantages of capitalism from a young age as family members moved to the U.S. to discover economic prosperity on the other side of the iron curtain.  Inspired by his family and driven by his own dreams, he immigrated to the U.S. in 1984.


Viktor graduated from the University of North Texas, with a Bachelor of Business Administration in Finance with an emphasis on Personal Financial Planning.  Viktor has extensive experience in developing customized solutions to balance the risks and opportunities associated with concentrated wealth.  He is one of the nation’s leading professionals on the subject of behavioral finance and is a frequent speaker on this and other financial planning topics.


Viktor is also an active leader in the local financial planning community, most recently serving as chairman of the Dallas/Fort Worth Financial Planning Association.


Most recently named to D Magazine’s 2009 list of “The Best Financial Advisors in Dallas,” Viktor is featured in the book, Wealth Management Teams: The Smart Investor’s Guide to Evaluating and Selecting a Competent Team of Financial Professionals.