Nick Cpfa

Nick Cpfa

Financial Planner
New York, New York, United States

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Work Experience

Barnum Financial Group

Financial Planner

2020-09-01 - Present

National Life Group

Financial Advisor

2015-11-01 - 2019-06-01

TrueNorth Financial Solutions

Financial Services Professional

2015-11-01 - 2019-06-01

MassMutual Financial Group

Financial Services Representative and Managing Associate

2014-10-01 - 2015-10-01

Northwestern Mutual Financial Network

Field Director

2011-01-01 - 2011-11-01

Skills

financial planning wealth management higher education social initiatives philanthropy risk management retirement planning investment finance college planning

Languages

No Languages Available