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About Us

Meet Your Team

David Bunin

David Bunin, CFP®

Founder, Principal Advisor

(203) 635-4126

Brittany Scherer, CFP®

Brittany Scherer, CFP®

Financial Planning Specialist

(203) 635-4126

Carol Robertson

Carol Robertson

Senior Client Service Administrator

(203) 635-4126

Corinne Capano, CFP®

Corinne Capano, CFP®

Client Service Associate

203-635-4126

Monty & Gryffin

Monty & Gryffin

Chief Mascot

Every Piece Of Your Financial Puzzle Matters 

Every Piece Of Your Financial Puzzle Matters 

Welcome to Interlock Financial, a trusted financial advisory firm founded in 2017 located in Wilton, Connecticut. At Interlock Financial, we are dedicated to helping individuals, families, and businesses navigate their financial journeys with confidence. Our name, "Interlock Financial," was chosen with great care to reflect the heart of our philosophy and approach.

Just like the pieces of a puzzle, every aspect of your financial situation — from savings and investments to retirement planning, taxes, insurance, and estate planning — is vital. At Interlock Financial, we understand that no single piece stands alone. Our role is to carefully "interlock" these pieces, ensuring that they work together seamlessly to create a clear, cohesive picture of your financial future.

We take the time to truly understand your unique goals, values, and circumstances. By looking at your financial situation as a whole, we are able to craft personalized, comprehensive strategies that give you a sense of financial clarity and confidence. Our approach is not one-size-fits-all — it's about building a custom plan where each element of your financial life supports the others, working in harmony to help you achieve long-term success.

At Interlock Financial, our commitment to your financial well-being goes beyond providing advice; it’s about developing a lasting relationship built on trust, transparency, and understanding. Whether you are just starting your financial journey or looking to refine your existing plan, we are here to help guide you every step of the way.

A Look Into Our Process

Our approach is rooted in the belief that comprehensive financial planning is essential for a successful financial journey.
We lead with financial planning every time, as it serves as a roadmap to guide clients towards their goals with clarity and confidence. 

Step One:
Understanding Your Personal & Financial Circumstances

We start by getting to know you – your values, your dreams, and your current financial situation. This foundational step allows us to see the full picture and understand what truly matters to you.

Step Two:
Identifying & Selecting Goals

Next, we help you identify and prioritize your financial goals. Whether it's saving for retirement, buying a home, or funding your children's education, we work with you to select goals that align with your values and aspirations.

Step Three:
Analyzing Your Current Course Of Action

We then analyze your current financial strategies to determine if they are aligned with your goals. This step helps us identify any gaps or areas that need adjustment.

Step Four:
Developing The Plan

Based on our analysis, we develop a comprehensive financial plan tailored to your unique circumstances and goals. This plan serves as a roadmap to guide you towards your desired future.

Step Five:
Presenting The Plan

We present the plan to you in a clear and understandable manner, ensuring that you are comfortable and confident with the proposed strategies. We take the time to address any questions or concerns you may have.

Step Six:
Implementing The Plan

With your approval, we move forward with implementing the plan. This involves putting the recommended strategies into action and making any necessary adjustments to your financial portfolio.

Step Seven:
Monitor & Review

Our relationship doesn’t end once the plan is implemented. We monitor your progress and review your plan to make sure it remains aligned with your goals. Life is dynamic, and we are here to make adjustments as needed, providing ongoing support and encouragement.

Additionally, to ensure exceptional service and expertise, we charge for our annual financial planning services. This fee reflects our commitment to crafting personalized plans that align with each client's unique needs and aspirations. By starting with a solid financial plan, we empower clients to make informed decisions, adapt to changes, and achieve their envisioned financial success. We look forward to the opportunity to serve you and help you achieve your financial goals.

Contact UsLet's Get Started

Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today.

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