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CA Insurance License #4140179
As a CERTIFIED FINANCIAL PLANNER® professional, Nicholas provides holistic, personalized financial planning for individuals and families. He takes a comprehensive view of each client’s financial picture—including investments, taxes, retirement planning, and risk management—to design long-term strategies that align with their goals and values.
Nicholas brings a forward-thinking approach, helping clients not only grow and protect their wealth but also plan for an efficient transfer to future generations. He prides himself on being a dependable partner through every stage of life, offering clarity, guidance, and follow-through.
Based in Glastonbury, Connecticut, Nicholas is dedicated to building lasting relationships grounded in trust and thoughtful execution. He values structure and discipline in all areas of life, including his longtime passion for fitness—a pursuit that remains part of his daily routine.
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I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT
