Nuri Gunes, CFP®, CPFA®
Nuri Gunes is a Financial Consultant who specializes in holistic financial planning for individuals and their families. Nuri helps his clients establish their financial goals, formulate a plan to achieve those goals and assist them in monitoring their progress. He enjoys customizing financial plans catered to the needs of each of his clients. Nuri decided to pursue a career in the financial planning field with the objective of helping people navigate the complexities of personal finance and investing.
Nuri has worked in the financial industry for over eight years. He offers a wide variety of services which address all the five key areas of financial planning:
- Investment Planning
- Tax Planning
- Retirement Income Planning
- Estate Planning
- Protection Planning
People who know him can count on his ambition, work ethic, goodwill, reliability, and truthfulness Nuri conveys all investment advice through a fiduciary capacity, putting his clients’ best interests first.
Nuri attended Saint Joseph’s University and Concordia College – New York. He graduated and received a Bachelor of Science degree from Concordia College in Business Administration. Nuri has obtained his Series 7 and Series 66 Licenses, Life Insurance and Health Insurance Licenses. Nuri holds the CPFA® designation and is a CFP® Professional as of December 2022. He was also actively involved in NCAA Division I baseball at Saint Joseph’s and NCAA Division II baseball at Concordia College, where he was named a team captain.
He resides in Vernon, New Jersey with his wife, Kayla, daughter Olivia, son, Luca and dog, Maddie. In his spare time, you will find him on the golf course, in the gym or outdoors.