Susan Faykus, Founder and Chief Executive Officer of Faykus Financial, LLC.
Trusted Advisor | Wealth Manager | Economist | Philanthropist
Susan is a successful and trusted business leader with a reputation for her innovative approach and specialized expertise in transforming substantial wealth into value driven legacy plans for generational giving and philanthropic impact.
Upon graduating from The University of Texas at Austin in 1987 with a BA in Economics and Business Administration, Susan joined Waddell & Reed to begin her investment and planning career. Soon after, she funded and managed a private equity portfolio with concentrations in new technologies, biomedical advancement and other areas of innovation companies led by proven leadership. In 2016, Susan started Faykus Financial which today is a full Registered Investment Advisor Firm disrupting the multi-family office model to bring intentional macro-perspective wealth management to those reaching for impact beyond themselves. Susan is currently enrolled in the master’s Level Financial Planning Certificate at The University of Texas Austin.
As a Trusted Advisor to CEOs of global companies, entrepreneurs, real estate developers, technology leaders, non-profits, family foundations and farmer/ranchers, Susan drives a variety of initiatives to design a holistic master plan to transform significant wealth into a remarkable legacy. Through sound business succession plans, goal-based investments, risk management and tax strategies, an Impact Map is generated to optimize results and obtain defined goals for her family of clients.
Susan’s unwavering commitment to her faith and mission to change lives has led her to be held in the highest regard as a principled leader and trusted confidant by her family, clients, colleagues, and community. Susan’s unparalleled knowledge in consultative wealth management, wealth conservancy, legacy planning and philanthropic strategy development has resulted in earning her a reputation as an emerging thought leader disrupting wealth management and legacy development today.
Areas of expertise include: Advisory | Investments | Estate and Gift Tax Planning | Business Succession Planning | Pre-liquidity Planning |Charitable Gift Planning | Multi-Family Office | Heir Development | Governance and Education | Tax Planning