Jesse Bunich is a senior vice president – financial advisor and CERTIFIED FINANCIAL PLANNER™ professional for RBC Wealth Management. As a senior vice president – financial advisor, Jesse’s responsibilities include working with clients on investment management and retirement planning, insurance solutions and estate planning services. After gaining a full understanding of his clients’ financial situation, goals and values, Jesse helps craft a customized plan to build, manage, preserve and transfer clients’ wealth in a tax-considerate manner. Jesse prides himself on maintaining strong, trustworthy relationships with his clients while providing quality advice and exceptional service.
He joined RBC Wealth Management in 2022 and is located in downtown Seattle. Jesse came to RBC from Wells Fargo Advisors in Seattle, Washington, where he worked from 2008 to 2022 as a financial advisor. Prior to joining Wells Fargo Advisors, he worked at WaMu Investments in Bainbridge Island, where he worked from 2003 to 2008 as a financial consultant. Prior to WaMu Investments, Jesse started his career with Morgan Stanley in Bellevue, where he worked from 2001 to 2003 as a financial advisor.
Jesse earned a Bachelor of Arts in business administration with a concentration in finance from the University of Washington in 2000. Additionally, he achieved his CFP® designation in 2003.
Born and raised in Seattle, Jesse is married with two children. His personal interests include golf, skiing and traveling, all of which he enjoys with his family.