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portrait of Niko Cunha
FINANCIAL ADVISOR

Niko Cunha

CEPA®, AAMS™
164 Plaistow Rd, Suite B, Plaistow, NH 03865opens in a new window
Accepting New Clients
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About Niko

My passion for the financial industry began in 2014 as a co-op student while attending Northeastern University. I earned the opportunity to work for a well-known asset manager headquartered in Boston and before I knew it, a six-month co-op semester grew into a decade long start to my career in the financial services industry. It was at this company that I learned the value of developing and building strong relationships that would eventually foster into successful partnerships with my clients.

Originally from Tewksbury, I currently live in Salem, NH, with my wife, Rebecca, who I met in high school and...

Focus Areas

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

Work History

  • Edward JonesFebruary 2024 to Current
  • Putnam InvestmentsJuly 2014 to January 2024

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northeastern UnivBachelor of Business Admin

Personal Interests

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

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Office Information

Phone

(603) 378-0087

Fax

(877) 314-5907

Office Address

164 Plaistow Rd
Suite B
Plaistow, NH 03865opens in a new window

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