DCSIMG

Financial Planning

Our Team of Experienced Professionals

First Commonwealth Financial Advisors offers an experienced team of professionals to assist you in all your Financial Management matters.

Richard R. Applegate, CFP®, AIFA®, ChFC®, CLU®, President
Rick has helped clients for more than 35 years toward their goals of accumulating and preserving wealth.  Nationally recognized in the field of financial planning and asset management, Rick is a frequent contributor to CNBC, CNN, BloombergTV and other local networks.  He is also heard locally each weekday morning on KDKA (1020 AM) during his radio segment, MoneyTalk.

Rick is designated as a CERTIFIED FINANCIAL PLANNER™ professsional, Charted Financial Consultant, Chartered Life Underwriter, Accredited Investment Fiduciary Analyst™ and holds Series 6, 7, 63, and 65 Securities licenses and earned a Masters in Taxation from Robert Morris University.  Besides helping clients with personal and business financial planning, he also conducts seminars for corporate employees on general investment and retirement planning issues.

Nancy I. Kunz, ChFC®, CLU®, Lead Financial Planner
Nancy has been in the Financial Services field since 1981. A graduate of West Virginia University, Nancy began working with individuals and business owners in helping them to achieve their financial goals in the areas of Wealth Maximization & Preservation, Investment & Retirement Strategies, and Insurance Protection.  She has served the past 15 years as Director of Financial Planning on a regional basis for nationally recognized financial services firms.

Nancy holds multiple registrations and licenses including her FINRA Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 22 (Direct Participation Programs Representative), Series 63 (Uniform Securities Agent State Law Examination), and Series 6 (Investment Co./Variable Contracts Representative) registrations. Nancy has also earned the professional designations of ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter) from the American College in Bryn Mawr, PA. She is a member of The Financial Planning Association.

Nancy is a lifelong resident of Pittsburgh. She and her husband live in the Fox Chapel area with their two cats.

Natalia Paich, CPA, AIFA®, Wealth Relationship Manager, AVP
Natalia joined First Commonwealth Financial Advisors in January of 2010 and works closely with the President and Lead Financial Planner to help clients achieve their financial goals.  Natalia holds her CPA license and brings with her 6 years of Big 4 public accounting experience having worked in NYC specializing in the financial services industry.  She is a graduate of Penn State University with a B.S. in Accounting and has also received her Executive Certificate in Financial Planning from Duquesne University.  Natalia recently passed the CERTIFIED FINANCIAL PLANNER™ exam and is a candidate for board certification.  Natalia is also designated as an Accredited Investment Fiduciary Analyst™.   

Natalia is a member of the American Institute of Certified Public Accountants and the Financial Planning Association.  As part of First Commonwealths financial literacy initiative, Natalia has contributed to numerous articles and interviews on investing strategies and retirement savings vehicles.

Staci Evans, Administrative Assistant
Staci is our clients’ principal contact for service support which she has provided with enthusiasm and professionalism for many years here at First Commonwealth Financial Advisors.  Staci holds an Associates Degree in Business Administration from the Bradford School as well as a Series 6 Securities license and PA Life and Health insurance license.

To contact a First Commonwealth Financial Advisor representative, please call (724) 933-4515 or Contact Us.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.