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 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

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RMA, CES

Insurance Licenses

  • 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

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