portrait of Niko Cunha
FINANCIAL ADVISOR
Accepting New Clients
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Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Retirement Savings Strategies
  • New Investors

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Hockey
  • Golfing
  • Motorcycles
  • Skiing

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