DOWNINGTOWN, PA, November 11, 2022 /24-7PressRelease/ -- Nicholas Bunio, CFP®, RMA®, CES®, has been inducted into Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
With 10 years of practiced expertise in retirement planning to his credit, Mr. Bunio has earned distinction through his work at Retirement Wealth Advisors LLC, a registered investment advisory company that seeks to guide clients in planning for the financial considerations of their retirement. Specializing in working with those 50 and older, he strives to alleviate their fears and speed them along toward the attainment of their financial goals. In addition, Mr. Bunio serves clients through Bunio Consulting, through which he bears a particular focus on estate and special needs planning.
Prior to his current endeavors, Mr. Bunio found success as a financial consultant at several companies, including the Cardinal Wealth Group from 2018 to 2020, Ellis Investment Partners LLC between 2017 and 2018, and Valley Forge Consulting Group Inc. from 2015 until 2018. To remain aware of developments in the field, he maintains his affiliation with such organizations as the American Association of Individual Investors and the Financial Planning Association.
Well-regarded for his comprehensive understanding of financial planning, Mr. Bunio published an article, "How to Bridge Your Retirement Income Gap," via Forbes in 2019, which expounded upon several different strategies for addressing a potential income gap following retirement.
Before venturing onto his vocational path, Mr. Bunio studied business administration at Delaware County Community College, from which he earned an Associate of Science in 2012. Following this accomplishment, he attained a Bachelor of Science in business administration and financial services at Pennsylvania State University in 2015. Well-qualified in his field, he received Series 65 certification via the Financial Industry Regulatory Authority and a Social Security and Medicare certification from the Institute of Business and Finance (IBF) in 2017. Likewise, he was designated as a Certified Estate and Trust Specialist through the IBF in 2018, as a Retirement Management Advisor by the Investments and Wealth Institute in 2021, and as a CERTIFIED FINANCIAL PLANNER™ (CFP®) by the CFP Board of Standards during the same year.
Mr. Bunio initially became involved in his vocation after his grandmother was exploited by a financial advisor after her retirement. The experience motivated him to pursue a career in the field so that he could serve as a positive example and help put his own clients on a sustainable path. In accounting for his subsequent success, he credits the love and support of his family, who have never failed to push him toward achieving his goals. Looking towards the future, Mr. Bunio aspires to help advance the retirement planning profession and to continue to provide guidance to his tight-knit group of clients. In addition, to further expand the scope of his career by pursuing a master's degree in financial planning.
About Marquis Who's Who®
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® now publishes many Who's Who titles, including Who's Who in America®, Who's Who in the World®, Who's Who in American Law®, Who's Who in Medicine and Healthcare®, Who's Who in Science and Engineering®, and Who's Who in Asia®. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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