CFP®, ChFC®, CLU®, AIF®
- Financial Planning
- Personal wealth management
- Portfolio Construction & Management
- Retirement plan consulting
- Risk Management
Zoltan Pongracz , CFP®, ChFC®, CLU®, AIF®Senior Vice President, Private Wealth Advisor
Zoltan is Senior Vice President and a Private Wealth Advisor at Procyon Partners. Prior to joining Procyon, Zoltan spent ten years as a Financial Advisor at a financial planning and wealth management firm.
He specializes in creating holistic financial plans for high-net-worth individuals and families, constructing custom investment portfolios, and implementing advanced estate planning and insurance solutions.
Over the course of his career, he’s also supported institutions including Fortune 500 companies by delivering financial literacy and executive education programs, in addition to consulting on corporate benefits like health + welfare and retirement.
Zoltan is passionate about helping his clients make smart decisions across their entire financial picture and works hard to simplify the complexities which inevitably come with wealth and success. As a CERTIFIED FINANCIAL PLANNER™ professional, he takes pride in his ability to take a complex fact pattern and distill it down to an actionable solution that individuals, families, and businesses can depend on.
Zoltan earned a B.S. degree in Financial Services Management and B.A. degree in Business Administration from Johnson & Wales University and holds the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Accredited Investment Fiduciary (AIF®) designations.
Zoltan was recognized as one of the Fastest Growing Advisors in the U.S. for 2019 by WealthManagement.com and has been featured in Connecticut Magazine, thinkadvisor.com, and Forbes.
He lives in Southport, CT, with his wife Jessica and their three children Jackson, Piper, and Kaylee. In his spare time, he serves on the membership committee at The Patterson Club and enjoys traveling and spending time with his family.
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