Klingman & Associates, LLC

Skilled financial professionals committed to your goals

 

Tatiana Sunik
Tatiana Sunik, CFP®, CDFA®
Financial Planning Associate

Tatiana’s primary responsibility is to work with the Wealth Advisors on all aspects of client relationships, including financial and investment planning. As a Certified Financial Divorce Analyst, Tatiana engages with clients considering divorce or going through a divorce process. Tatiana also plays an active role in working together with prospective clients to understand their goals and developing integrated financial plans to achieve those objectives. Through her participation in our Investment Committee, she works actively on the evaluation and selection of the investment vehicles implemented in client portfolios.

Tatiana received her bachelor's degree with honors from Ithaca College in 2004. She has earned the Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards, Inc. and has been conferred the Certified Divorce Financial Analyst certification from The Institute for Divorce Financial Analysts (IDFA™). She previously held positions at Citigroup and Raymond James.

Outside of the office, she spends her time with her two young boys Matthew and Ethan. She enjoys fitness activities and healthy life style.

 

Klingman & Associates, LLC is not affiliated with any of the organizations listed above.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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