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Victor Heetai, M.S., CFP®

  • Leads the process of building and maintaining the Family Desk Reference® for our clients.
  • Assists in the execution of the firm’s trademarked planning process, The Results Accelerator System™, which is exclusively designed for successful business owners.
  • Participates in client meetings and manages their project and task follow-up
  • Completes research and analysis projects for the firm and for clients
  • Supports the firm’s Investment Services Manager
  • Manages the firm’s Intern Program
  • Earned his Master’s Degree in Personal Financial Planning with a Certificate in Charitable Giving from Texas Tech University.
  • Worked his way through college and is the first member of his family to earn a college degree
  • The Capital Chart Room and our clients will benefit from Victor’s fresh and unique perspective and analytical skills.
  • Certified Financial Planner™