Tatyana Bunich

Tatyana Bunich, Financial 1 Tax ServicesTatyana Bunich CEP.RFC.

President / Founder of Financial 1 Tax

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Phone: (410) 908-9293
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Tatyana Bunich is a Financial Advisor,  Certified Estate Planner (CEP) and Wealth Manager. She has been practicing as a financial planner for over 20 years. She holds Series 7, 63, and 66. She is also a member of the National Association of Tax Professionals (NATP) and a Five Star Professional.

Serving clients since 1991, Tatyana began her career in financial services in New York City. In NYC, she worked at Chase Wealth Management Group and USI, where she worked with high net worth individuals advising clients on issues such as tax, retirement, investment, long-term care, and estate planning. In 2001, Tatyana formed Financial 1 Wealth, which grew to be a full service, comprehensive financial planning firm with two locations in Columbia and Baltimore, MD. She believes in educating families on how to develop simple, measurable and attainable retirement plans.

In addition to running her company, Tatyana is the mother of 3 beautiful children, Sammy, Elana, and Kayla. In her spare time, she enjoys spending time with her children, photography, baking and volunteering in the community. Learn more about Financial 1 Tax

You can also see Tatyana’s profile as Tax Professional.

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Contact Us:

410-908-9293 (Maryland Office)
954-892-6020 (Florida Office)

Tax Tips Videos

Get quick tips from Tatyana’s speaking events.

Video: Offsetting Gains, Apple Stock Example, Financial 1 Tax with Tatyana Bunich
Video: Charitable Contributions, Financial 1 Tax with Tatyana Bunich
Video: Inheritance Stretch, Financial 1 Tax with Tatyana Bunich

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Ask the Expert with Tatyana Bunich of Financial 1 Tax

About Financial 1

Financial 1 Tax ServicesOur experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. Find our locations in the DC-Baltimore area in Maryland, and now in the Miami Metro area in Florida, or work with us remotely online (Zoom available).