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Nicholas Bunio, RMA®, CFP®, CES®
Institute Member

What do you like about being a member of the Institute?
I love the educational materials and the different weekly journal articles we get.

What is the best financial advice you have received or given?
Always do what's best for the client, stay patient, and never stop marketing!

What is something not many people know about you?
People think my last name is Italian... it's actually Ukrainian! lol. Also, while I can be very serious, I love to laugh and have fun!

What is a challenge in the industry right now?
Investing vs. insurance. There is a place for both, but too many seem to want it to be either or! That's terrible for our clients! We can be ethical, and do what's right for our clients, even with insurance!

Early riser or night owl?
Early Riser

How has your designation enhanced your career? 
I think it gives you more credibility when working with retirees and those getting ready to retire. The CFP was very broad, RMA was very specific. And I work with those 50+, who are teachers, doctors, nurses and federal workers.

What are you currently reading?
My favorite book is "Crime and Punishment" by Dostoevsky. I started playing chess, so I'm also reading books by Bobby Fischer.

Favorite Podcasts
Financial Advisor Marketing with James Pollard, Exceptional Advisor from IWI, Retirement Repair Shop, The Great Retirement Debate, Sell or Die, Power of Zero, The Profitable Advisor, Top Advisor with Bill Cates, and the FPA

What are you most grateful for?
My family, since if it wasn't for them, I would have quit this career a while ago! I get impatient, so they keep me grounded!


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