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    Cfp® Eugene Tunitsky

    Director - Investments at Oppenheimer & Co. Inc.

    Professional Background

    Eugene Tunitsky is an accomplished CERTIFIED FINANCIAL PLANNER™ (CFP®) with extensive experience in providing tailored financial strategies to high net worth families, individuals, and business owners. Since he began his career in May 2009 at Morgan Keegan & Co. (which is now part of Raymond James & Co.), Eugene has demonstrated a steadfast commitment to helping clients navigate complex financial landscapes. In May 2012, he joined Oppenheimer & Co. Inc. as a Director of Investments, where he currently employs his expertise to effectively manage client assets with a focus on stocks, bonds, and nontraditional investments where appropriate.

    Eugene's role involves assessing his clients' financial situations and recommending customized asset allocation strategies that align with their unique goals. His proven ability to customize financial portfolios has made him a trusted advisor within the wealth management community, affording his clients a sense of confidence as they work toward their financial objectives.

    Education and Achievements

    Eugene's educational background has laid a solid foundation for his successful career in finance. He completed his Bachelor of Arts degree in Economics at the prestigious University of Texas at Austin, where he also minored in Business Foundations. His solid academic grounding in economics and business principles has provided him with a critical understanding of the financial markets, equipping him to make informed decisions on behalf of his clients.

    To further enhance his financial planning skills, Eugene completed the CFP® Certification Education Program at Rice University. His completion of this rigorous course of study afforded him the designation of CERTIFIED FINANCIAL PLANNER™, recognized by The Certified Financial Planner Board of Standards, Inc. Additionally, Eugene holds several important licenses that validate his expertise: the General Securities Representative License (Series 7) and the Uniform Combined State Law Examination (Series 66). He is also licensed to sell life, accident, health insurance, and annuities, broadening the range of financial solutions he can offer clients.

    Community Involvement

    Eugene is dedicated to giving back to the community, which is reflected in his active involvement with various organizations. He currently serves on the board of the Houston Holocaust Museum Foundation and Jewish Family Services, underscoring his commitment to making a difference in the lives of others. His previous role with the Kiwanis Club of Houston showcased his enthusiasm for community service, where he participated in initiatives intended to support children's needs and services in the community.

    Eugene's dedication to mentorship is highlighted by his former involvement with the Big Brothers Big Sisters program, where he guided and inspired youth in his community. His work in these service-oriented capacities signifies his strong desire to contribute positively to society and support individuals in achieving their full potential.

    Personal Life

    When he is not assisting clients with their financial journeys, Eugene enjoys quality time with his wife, Mollie. Together, they share a passion for gardening, and Eugene finds delight in nurturing their home garden, where they cultivate various plants and flowers. Their shared love for travel allows them to explore new cultures and create lasting memories together.

    Fluently bilingual in Russian, Eugene's communication skills enrich his interactions and relationships, allowing him to connect with a diverse set of clients and community members.

    In summary, Eugene Tunitsky is a prominent financial planner whose extensive expertise and genuine commitment to his clients have positioned him as a leader in the financial advisory industry. With an unwavering focus on providing customized financial solutions, coupled with his active community engagement, he continues to exemplify the values of integrity and service in all aspects of his professional and personal life.

    Related Questions

    How did Eugene Tunitsky develop his expertise in financial planning for high net worth individuals?
    What strategies has Eugene implemented to serve his clients better in the investment landscape?
    How does Eugene balance his passion for gardening with his demanding career in financial advisory?
    In what ways has Eugene's education at the University of Texas at Austin contributed to his success as a financial planner?
    What lessons has Eugene learned through his mentoring experience with Big Brothers Big Sisters that he applies in his financial advisory practice?
    Cfp® Eugene Tunitsky
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    Location

    Greater Houston