What are you looking for?
What are you looking for?
Since beginning his career in financial services in 2017, Nick has been driven by a simple goal: to make a meaningful difference in the lives of the people he serves. Before coming to Barnum Financial Group in 2019, he began his career with Allied Wealth Partners and has remained focused on helping individuals and families build greater confidence in their financial futures.
His approach to financial planning is highly personal. He treats every client as he would a member of his own family, taking the time to understand their goals, educate them on their options, and clearly explain how each recommendation fits into their broader financial plan. Through a high-touch service model, he strives to ensure clients not only understand what they are doing financially, but why they are doing it.
One of the most formative experiences of his career came through the loss of his brother, who was also one of his earliest clients. Having helped his brother put appropriate planning in place, he saw firsthand how thoughtful financial preparation helped ease the burden on his sister-in-law during an incredibly difficult time. The experience reinforced the importance of the work he does and strengthened his commitment to helping families prepare for both the opportunities and uncertainties of life.
Nick holds the CERTIFIED FINANCIAL PLANNER™ certification, along with the FINRA Series 7 and Series 66 securities registrations and Life and Health and Property and Casualty insurance licenses.
A resident of the Jersey Shore, he enjoys fishing, working out, attending concerts, and traveling. He also runs a charitable organization dedicated to raising funds for rare cancer research. At home, he enjoys spending time with his mini Australian Shepherd, Oliver.
Nick is 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
