As a Financial Planner, Nick services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Nick can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.”

Qualifications

• Earned designation for CERTIFIED FINANCIAL PLANNER® professional 
• Holds his Series 7 and 66 Securities License
• Licensed to sell Life, Accident & Health insurance
• Licensed to sell Property & Casualty Insurance*
• Before joining Barnum, worked as a Financial Advisor for Allied Wealth Partners for 2 years
• 2023, 2024, 2025 Five Star Wealth Manager Award Winner. **

Personal

• Graduated Magna Cum Laude from James Madison University Honors College, with a degree in Integrated Science and Technology
• Currently resides in Whitehouse Station, New Jersey
• In free time enjoys playing sports, being outdoors and listening to music

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

AR Insurance License # 18655859

CA Insurance License # 4052692

Check the background of this investment professional on FINRA’s BrokerCheck

* Auto and home insurance is offered by unaffiliated insurers. Some health insurance products offered by unaffiliated insurers. 

**2025 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 12/01/2024 , for the time period 03/13/2024 through 10/07/2024. 2024 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 12/01/2024 , for the time period 12/1/23, 3/13/23 – 9/29/23. 2023 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 12/01/2022 for the period covering 03/21/2022 to 10/18/2022. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com