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Tatiana Sunik CERTIFIED FINANCIAL PLANNER™ , CDFA®
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Categories
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
View Personal BioTatiana SunikTatiana Sunik, founder of Hera Financial, is a Certified Divorce Financial Analyst® (CDFA®) and Certified Financial Planner® (CFP®) with over 20 years in wealth management. As a divorce financial specialist and advisor with Forum Financial, she supports women through complex financial transitions and offers tailored wealth management solutions. Tatiana began her financial services journey in 2005 and has since served individuals and families passionately. Beyond finance, she dedicates time to raising her two sons, playing classical piano, supporting the arts, and staying active through various fitness pursuits. Fluent in English, Ukrainian, and Russian, she connects with diverse communities. Tatiana's mission is to empower women toward financial independence.
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