Klingman & Associates, LLC

Skilled financial professionals committed to your goals

 

Tatiana Sunik
Tatiana Sunik, CFP®
Financial Planning Associate

Tatiana’s primary responsibility is to support the wealth managers with all aspects of client relationships, including financial and investment planning. As a member of the firm’s Investment Committee, she works actively on the evaluation, selection and monitoring 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.. She previously held positions at Citigroup and Raymond James.

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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