Nicholas serves as a dedicated financial planner, working closely with clients to create tailored strategies that meet their unique financial goals. With a strong focus on education, Nicholas strives to empower clients with the knowledge they need to make informed decisions about their financial future. His comprehensive expertise across various areas of financial planning ensures a well-rounded approach to each client’s needs.
Prior to joining Personal CFO Solutions, Nicholas worked at a CPA firm, providing public accounting services where he developed a deep understanding of financial planning strategies and helped clients navigate complex financial situations.
Nicholas graduated from Ramapo College with a B.S. in Accounting and later earned a Master’s degree in Finance from Southern New Hampshire University.
Outside of his professional life, Nicholas enjoys cooking, traveling, and spending time with friends and family. He is also passionate about sports and values staying active in his community.