Bio
Maggie Woroniecki, CFP®, is an AVP, Senior Financial Advisor with Huntington Investments, where she helps individuals, families, professionals, and business owners navigate complex financial decisions through comprehensive wealth management and holistic financial planning. With more than 20 years of experience in financial services, she advises clients on investment management, retirement planning, estate planning coordination, risk management, and tax-aware wealth strategies designed to support their long-term goals.
As a CERTIFIED FINANCIAL PLANNER® professional, Maggie takes a client-centered approach that incorporates principles of behavioral finance, recognizing that financial success is influenced not only by investment decisions but also by emotions, habits, and personal values. By combining technical expertise with a deeper understanding of financial behavior, she helps clients make informed decisions and remain focused on what matters most to them.
Maggie works closely with clients and their professional advisors, including attorneys and CPAs, to develop coordinated strategies that address wealth accumulation, retirement readiness, legacy planning, and multigenerational wealth transfer. She is passionate about building long-term relationships and serving as a trusted resource through every stage of her clients' financial lives.
As a first-generation immigrant, Maggie brings a unique perspective shaped by resilience, hard work, and a deep appreciation for the opportunities that thoughtful financial planning can create for individuals, families, and future generations.
