Topic: The Financial Mirror: A Talk and Workshop for High-Performing Women Ready to Rethink Wealth

Speaker: Tatiana Sunik, CFP®, CDFA® Founder, Hera Financial LLC | Wealth Advisor with Forum Financial

Speaker's bio:

Experience and Education: 
As a fiduciary, holistic wealth advisor, and financial planner, Tatiana Sunik is committed to turning financial complexity into clarity for high-achieving women who refuse to leave their future to chance. For 17 years, she developed her expertise in financial planning and business development at Klingman & Associates, the $3 billion boutique New York RIA ranked #17 on America's "Top RIA Firms" 2024 and repeatedly celebrated on Barron's "Top 100 Independent Advisors," and ranked #2 best in state wealth advisors by Forbes. Earlier in her career, she held positions at Smith Barney and Raymond James. Tatiana received her bachelor's in business administration with honors from Ithaca College, and she also completed a minor in economics. Leveraging that institutional-grade expertise, Tatiana founded Hera Financial to guide women through career ascents, business exits, divorce, and every pivotal life transition. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst®, she combines deep technical fluency with practical expertise in executive compensation, tax planning, impact investing, and multigenerational wealth transfer. 

Personal Interests: 
Fluent in English, Russian, and Ukrainian—and a classically trained pianist—Tatiana brings a global, creative perspective to her practice, allowing her to connect with a diverse range of clients. As a mother of two teenage sons, she brings heart, resilience, and real-world wisdom to every conversation. Her "Why" is to empower women to own every chapter of their financial story, on their terms, and help them achieve their financial goals with clarity and confidence.