What departments does Interlock Financial have?

Interlock Financial has employees across 1 departments including Administrative.

What is the largest department at Interlock Financial?

The largest department at Interlock Financial is Administrative with 1 employees.

Where are Interlock Financial employees located globally?

Interlock Financial has employees across 1 continents and 1 countries including United States Of America.

How has Interlock Financial's team size changed over time?

Interlock Financial's team has remained stable from approximately 3 to 3 employees based on available data.

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Interlock Financial Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

Interlock Financial is a small, independent financial services firm based in Westport, Connecticut, led by David Bunin, a CERTIFIED FINANCIAL PLANNER professional who founded the firm after earning the CFP designation and has guided clients for nearly two decades. The practice offers strategic financial planning and advisory services designed to align with clients' personal and family needs, and it operates without an obligation to sell any particular products. 

Securities are offered through Kestra Investment Services, LLC, and investment advisory services through Kestra Advisory Services, LLC; Interlock Financial is not affiliated with Kestra IS or Kestra AS, and those entities do not provide tax or legal advice. As an independent, CFP-led practice within the financial services landscape, it emphasizes planning that prioritizes the client's interests rather than product sales.

Interlock Financial Global Highlights

North America
6

United States Of America
6

Interlock Financial's Leadership

D. B.
Principal Advisor
Mobile Phone
Email
C. R.
Senior Client Service Administrator
Mobile Phone
Email
D. B. C. A.
Principal Advisor
Mobile Phone
Email
C. C.
Client Services Associate
Mobile Phone
Email
B. S.
Wealth Management Associate
Mobile Phone
Email

Interlock Financial Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Interlock Financial

Name

Title

Contact Info

Location

Last Update

D. B.
Principal Advisor
Mobile Phone
Email
Jun 08, 2026
C. R.
Senior Client Service Administrator
Mobile Phone
Email
United StatesNew York
Sep 09, 2025
D. B. C. A.
Principal Advisor
Mobile Phone
Email
Oct 16, 2024
C. C.
Client Services Associate
Mobile Phone
Email
United StatesNew York
Jun 08, 2026
B. S.
Wealth Management Associate
Mobile Phone
Email
United StatesNew York
Sep 12, 2025

Frequently Asked Questions

What is Interlock Financial known for?

Interlock Financial was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 10 Saugatuck Avenue Westport, Connecticut 06880 United States; you can contact the main corporate office by phone at

+1-203-635-****

. Explore Interlock Financial's company overview page for more information.

What is Interlock Financial's most common email format?

Interlock Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Interlock Financial email formats with LeadIQ.

How many employees does Interlock Financial have currently?

Interlock Financial has approximately 4 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Interlock Financial's key employees and leadership?

As of June 2026, Interlock Financial's key employees include:

Principal Advisor: D. B.
Senior Client Service Administrator: C. R.
Principal Advisor: D. B. C. A.
Client Services Associate: C. C.
Wealth Management Associate: B. S.

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Interlock Financial Employee Directory

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