Zoltan Pongracz, CFP®

Mr. Pongracz advisory work spans wealth and investment management, tax and estate planning coordination, cash flow management, risk management and insurance, and lifestyle and concierge services. He holds the CERTIFIED FINANCIAL PLANNER™ designation, along with the ChFC®, CLU®, and AIF® credentials. He earned dual degrees in Financial Services Management and Business Administration from Johnson & Wales University.

Prior to founding Third View, Mr. Pongracz was a Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he led one of the firm’s top advisory practices. He played an integral role in expanding the firm’s capabilities in advanced estate planning, insurance integration, and tax-efficient wealth structuring. He also contributed to advisor recruitment and helped scale a new vertical focused on the evolving needs of business owners and legacy families.

Earlier in his career, Mr. Pongracz spent a decade at Barnum Financial Group, an RIA where he built a leading wealth management practice serving individuals, families, and business owners. In addition to his core advisory work, he led corporate financial wellness initiatives for Fortune 500 companies, consulted on executive benefit and retirement plan strategies, and helped deliver large-scale financial literacy campaigns nationwide.

Mr. Pongracz advisory work spans wealth and investment management, tax and estate planning coordination, cash flow management, risk management and insurance, and lifestyle and concierge services. He holds the CERTIFIED FINANCIAL PLANNER® designation (1), along with the ChFC®, CLU®, and AIF® credentials. He earned dual degrees in Financial Services Management and Business Administration from Johnson & Wales University.

Mr. Pongracz was named to WealthManagement.com’s Thrive List (2) and is a frequent contributor to publications like InvestmentNews for his thought leadership in wealth management.

Mr. Pongracz lives in Southport, Connecticut, with his wife Jessica and their three children: Jackson, Piper, and Kaylee. He is bilingual in English and Hungarian, actively involved in charitable organizations, and serves as an angel investor in early-stage ventures. Outside of work, he enjoys golf, racquet sports, and cheering on his children in their athletic pursuits.

Contact

zp@thirdviewpw.com

Certifications

CFP®, ChFC®, CLU®, AIF®

Areas of Expertise

Financial Planning

Personal Wealth Management

Portfolio Construction & Management

Retirement Plan Consulting

Risk Management

Awards & Honors

Member, Forbes Finance Council (2)

Zoltan Pongracz, CFP®

Co-Founder & Managing Partner

Mr. Pongracz advisory work spans wealth and investment management, tax and estate planning coordination, cash flow management, risk management and insurance, and lifestyle and concierge services. He holds the CERTIFIED FINANCIAL PLANNER™ designation, along with the ChFC®, CLU®, and AIF® credentials. He earned dual degrees in Financial Services Management and Business Administration from Johnson & Wales University.

Prior to founding Third View, Mr. Pongracz was a Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he led one of the firm’s top advisory practices. He played an integral role in expanding the firm’s capabilities in advanced estate planning, insurance integration, and tax-efficient wealth structuring. He also contributed to advisor recruitment and helped scale a new vertical focused on the evolving needs of business owners and legacy families.

Earlier in his career, Mr. Pongracz spent a decade at Barnum Financial Group, an RIA where he built a leading wealth management practice serving individuals, families, and business owners. In addition to his core advisory work, he led corporate financial wellness initiatives for Fortune 500 companies, consulted on executive benefit and retirement plan strategies, and helped deliver large-scale financial literacy campaigns nationwide.

Mr. Pongracz advisory work spans wealth and investment management, tax and estate planning coordination, cash flow management, risk management and insurance, and lifestyle and concierge services. He holds the CERTIFIED FINANCIAL PLANNER® designation (1), along with the ChFC®, CLU®, and AIF® credentials. He earned dual degrees in Financial Services Management and Business Administration from Johnson & Wales University.

Mr. Pongracz was named to WealthManagement.com’s Thrive List (2) and is a frequent contributor to publications like InvestmentNews for his thought leadership in wealth management.

Mr. Pongracz lives in Southport, Connecticut, with his wife Jessica and their three children: Jackson, Piper, and Kaylee. He is bilingual in English and Hungarian, actively involved in charitable organizations, and serves as an angel investor in early-stage ventures. Outside of work, he enjoys golf, racquet sports, and cheering on his children in their athletic pursuits.

1. “Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”

2. In 2019, Mr. Pongracz was named to WealthManagement.com’s Thrive list of fastest growing advisors. The 2019 award is based on the period from January 1 2015 to December 31, 2018. We did not pay to receive this award. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.