• Tatiana Sunik CERTIFIED FINANCIAL PLANNER™ , CDFA®

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    Financial Services

    About Us

    Tatiana provides comprehensive wealth management and financial planning services to high-net-worth individuals and their families. Having experienced divorce herself, she also engages with individuals considering divorce or going through a divorce process.
    Tatiana spent 16 years at a New York City-based RIA firm and previously held positions at Citigroup and Raymond James. She has dedicated her career of almost 20 years to working in the independent wealth management space.
    Tatiana received her bachelor's in business administration degree with honors from Ithaca College.
    Personal Interests:
    Away from the office, Tatiana spends time with her two young boys, Matthew and Ethan. She plays classical piano, supports the arts, enjoys fitness activities and lives a healthy lifestyle. Tatiana is trilingual in English, Ukrainian and Russian.

    Rep/Contact Info

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    Tatiana Sunik
    Financial Planner / Wealth Advisor