Robert H. Yunich
Robert H. Yunich, CPA/PFS, CLTC is a Financial Adviser of New England Wealth Strategies, a general agency of New England Financial. He has more than 20 years of experience in the financial services industry as a Vice President with Manufacturers Hanover, Chemical Bank and The Bank of New York. Earlier in his career, he was associated with predecessor firms of Deloitte & Touche. Robert brings a wealth of knowledge and information to his clients regarding portfolio construction, and strategies for asset protection, risk management, retirement and employee benefits and estate planning. He has extensive experience in managing client relationships. Robert received a Bachelor of Arts degree from Columbia College and his Masters in Business Administration from Harvard University. He is a member of the Personal Financial Planning Section of The American Institute of CPA’s from which he has holds the designation of Personal Financial Specialist (PFS) and a former member of the Personal Financial Planning Committee of the New York State Society of CPA’s. |
Robert H. Yunich |
Robert earned the CLTC (Certified in Long-term Care) designation, granted by the Corporation for Long-term Care Certification. The program is financially and editorially independent of the insurance industry. Robert is a registered representative and an investment advisor representative with New England Securities holding Series 7 and 66 licenses and licenses for life, health, and variable annuities.
Robert is an avid fly-fisherman and has been involved with the conservation of cold-water fisheries for many years as a volunteer in Theodore Gordon Flyfishers, Inc. and Trout Unlimited. He and his wife, Joanne, live in Manhattan and are part-time residents of Delaware County (New York). His other hobbies include woodworking, gardening and photography. He has a grown, married son, who lives in Fairfax, Virginia.
*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Securities products and investment advisory services are offered through registered representatives and financial advisers of New England Securities Corp. (NES), a broker-dealer (member FINRA/SIPC) and a registered investment adviser. New England Wealth Strategies is a separate entity from NES. L0310093370[exp0311][CT,NJ,NY]