Tatiana Sunik
CFP®, CDFA® | Financial Advisor
Tatiana Sunik
MY WHY
Why I Became a
Financial Advisor
My journey into financial advising began while I was attending Ithaca College, a time when financial planning concepts were not as prevalent in the wealth management industry. I initially helped my own family navigate their finances, which soon extended to assisting friends. My passion for personal finance grew during my internship with Merrill Lynch right out of college, which provided a foundational perspective on personal finance and further motivated me to pursue a career in this field. While I gained foundational experience during this internship, I felt that something was missing from the typical approach to personal finance. I was fortunate to work as a retirement analyst in the home office at Raymond James, where I was exposed to retirement planning concepts from many advisors. This experience, followed by my 17 years at a boutique RIA firm in New York City that emphasized financial planning, was instrumental in refining my approach to client-centered and strategic financial advising.
MY FOCUS
Personalized Planning for Every Stage of Life
Tatiana Sunik works with individuals, families, and business owners to build, protect, and thoughtfully manage their wealth through every stage of life. Her approach is comprehensive and highly personal, grounded in understanding each client’s goals, values, family dynamics, and evolving circumstances.
With nearly 20 years of experience in wealth management and financial planning, Tatiana helps clients make informed decisions around financial independence, retirement, investments, estate considerations, and other major financial priorities. She believes financial planning should never feel generic; it should reflect the life a client is building and the people and goals that matter most to them.
A meaningful part of Tatiana’s practice is dedicated to helping women build financial confidence and independence. She also has deep experience supporting clients through significant life transitions, including divorce, widowhood, career changes, and the sale of a business. Through her consulting practice, Hera Financial, Tatiana collaborates with attorneys, mediators, accountants, and other professionals to help clients consider the financial implications of complex decisions and move forward with greater clarity.
Whatever season of life a client is in, Tatiana’s goal is the same: to provide thoughtful, holistic guidance that helps them feel supported, organized, and confident about their financial future.
About Tatiana
Tatiana Sunik joined Forum Financial Management in 2024 as a Financial Advisor, bringing nearly 20 years of experience in wealth management and financial planning. Before joining Forum, she spent 17 years at a nationally recognized boutique New York registered investment advisory firm serving high-net-worth individuals and families. Earlier in her career, she held roles at Smith Barney and Raymond James.
Tatiana is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Divorce Financial Analyst®. She is also a founding member of the National Association of Divorce Professionals in Bergen County, New Jersey. Tatiana earned her bachelor’s degree in business administration from Ithaca College.
Outside of work, Tatiana enjoys spending time with her children. She is a classically trained pianist, an advocate for the arts, and fluent in English, Ukrainian, and Russian.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
