Chris Bunsa
Financial Advisor | New Canaan Group
- Role
- Financial Advisor at Equitable Advisors
- Location
- Woodbridge, NJ, US
- LinkedIn followers
- 500 followers
About Chris Bunsa
As a financial advisor with New Canaan Group, I work alongside families, high net-worth individuals and business professionals, providing advice on the following topics- Wealth accumulation and retirement planning- Risk management strategies- Estate planning and wealth preservation strategies- Financial planning and asset management strategiesI\'ve worked in the financial services industry in a number of consultative sales roles before joining New Canaan Group, most recently with Preqin. I am a CFA® Charterholder and CERTIFIED FINANCIAL PLANNER® professionalI received my undergraduate degree in finance from Providence College. I currently reside in central New Jersey and am a member of the CFA Society New York.
Experience
Financial Advisor
Aug 2023 — Present · Woodbridge, NJ, US
Education
Providence College
Bachelor’s Degree, Finance
2012 — 2016
Skills
- Morningstar
- Time Management
- Customer Service
- Communication
- Outlook
- Microsoft Office
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