Nicholas Bunio, CFP<sup>&reg;</sup> - Financial Advisor

Nicholas Bunio, CFP®

RMA®, CES®

Financial Advisor

Retirement Wealth Advisors

1055 Westlakes Drive, Suite 300
Berwyn, PA 19312
(484) 883-5988 CONNECT WITH Nicholas
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General

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 Overview

I always start out with a paid financial plan with any new client. For one, no one works for "free". Any "free" plan you've gotten was more than likely a sales presentation or such a quick plan that it didn't really give you much of an idea as to how to manage your finances and retirement effectively. Worse, these 'free' plans are a way for advisors to hopefully manage your investments later for a fee, to recoup the 'free' plan costs. I look at it this way: 1- A 'free' plan doesn't do much for you and could be riddled with conflicts of interest, even if from a "fee only firm". 2- If you fail to plan you plan to fail. 3- A quick plan really doesn't show what an advisor can really do and if you can trust him or her. Let alone, give you any real indication of how well they will manage your money. 4- Not every client is looking for an advisor to manage their money, many just want and need actual advice! 5- Which leads me to this, while I don't have an asset or income minimum, I do have an ongoing financial plan/advice fee minimum which is $1,000 per year minimum. Regardless of client income or assets. And my planning fee is based off of 1% of your gross income. Please add me on LinkedIn or go to my website to learn more about me, how I work with my clients and types of clients I work with, and more about my fees.

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Financial Advisor Experience

Nick is a CERTIFIED FINANCIAL PLANNER®professional. He specializes in retirement planning for doctors, teachers, nurses and federal workers (50 and over), helping them to build a more successful and enjoyable retirement. Nick has been interviewed over 100 times by major media outlets, including AARP, LiveNow Fox, BottomLine Inc, MarketWatch, Barrons, and many more! He 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 playing chess, stargazing, 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

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - RMA, CES

Insurance Licenses

  • Life insurance: Various
  • Fixed annuities: Various

Broker-Dealer Disclaimer

Investment Advisory Services are offered only through RWA, an SEC registered investment advisor. Insurance is only offered through Bunio Consulting. Neither firms are affiliated. Neither RWA, Bunio Consulting nor Nick Bunio are endorsed by the Social Security Administration or any other government organization. Neither provide tax or legal advice. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional info.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources