Nicholas C. Fiore

CFP®, CHFC®
  • CERTIFIED FINANCIAL PLANNER® professional
  • Financial Advisor
  • Investment Advisor Representative
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Nicholas, CFP®, CHFC®, a Sacred Heart University graduate, is a dedicated Financial Advisor and Investment Advisor Representative, licensed in Life, Accident, and Health Insurance, with Series 7 and 66 Securities Registrations. He became a financial professional to empower individuals and families to take control of their financial futures. Recognizing that money can often feel overwhelming and complex, Nicholas is passionate about breaking down these challenges into manageable, understandable steps. Whether helping clients save for major life goals, plan for retirement, or manage their day-to-day finances, his mission is to provide personalized guidance.

Nicholas finds immense fulfillment assisting others to build strong financial foundations that support their goals and aspirations. He is dedicated to developing customized strategies that cater to each client’s individual goals and priorities.

Outside of work, Nicholas values maintaining a well-rounded and active lifestyle. He enjoys staying fit through regular workouts at the gym or outdoor jogs, which help him stay physically and mentally sharp. He also cherishes quality time with family and friends, whether sharing a meal or simply enjoying their company. A passionate traveler, Nicholas loves exploring new places and cultures, finding inspiration and growth through his adventures. For Nicholas, life is about balance, meaningful connections, and helping others succeed.

Check the background of this registered representative on FINRA’s BrokerCheck 

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY

 

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!