Unclaimed
Erin Kathleen Bonucchi is a financial advisor at Mariner Wealth. Erin is registered in Illinois. Erin has been in the financial industry for over 10 years and specializes in providing financial planning, investment management, and other services to individuals, families, businesses, and institutions. Erin holds a Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
02/03/2020 - Present
Mariner Wealth (Oakbrook Terrace IL)
Active
Inactive
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