Nicholas Bunio is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Retirement Wealth Advisors in Berwyn, PA and the surrounding communities.
Financial Advisor Experience
Nick is a CERTIFIED FINANCIAL PLANNER™professional. He specializes in retirement planning for those 50 and older, helping them to build a more successful and enjoyable retirement. Nick was also published in Forbes (July 2019) discussing strategies for a more successful retirement.
Nick enjoys working as an advisor as it combines his passion for finance and the overall ability to help people achieve their financial goals.
Besides being a CFP® professional, Nick also earned his Bachelor of Science degree from Penn State in Financial Services and earned his Retirement Management Advisor(SM) designation from the Investments and Wealth Institute.
In his free time, you can see Nick on the golf course, or cooking up a new meal.
If you have any questions or concerns about your retirement, feel free to reach out to Nick for a free strategy call! View his calendar here to book a call: https://calendly.com/nicholasbunio/retirement-strategy-session
Financial Advisor Certifications
Securities Registrations or Exam Qualifications
Designations & Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Other - RMA, CES
Life insurance: Various
Fixed annuities: Various
Financial Advisor's Specialties
Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Berwyn, PA area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
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