Nick (firstname.lastname@example.org) is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNERTM Professional with Baron Financial Group . The CFP® certification identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP® Board. CFP® professionals are required to act in their clients’ best interests and have met rigorous professional standards.
Nick is a NAPFA-Registered Financial Advisor who helps our clients by developing financial plans, retirement forecasts, and cash flow analyses.
He is a graduate of William Paterson University where he received a Bachelor of Science degree from the Cotsakos College of Business Financial Planner Program, one of thirty-five top schools in the country for Financial Planners, according to a 2014 article in Financial Planning magazine. At William Paterson University, he started the first official student chapter of the Financial Planning Association, and was part of the winning team that took 1st place in the National Financial Planning Competition in Denver, CO.
He has been very active with the Financial Planning Association of New Jersey, formerly serving on their Board of Directors and as Chair of the Public Relations committee. Nick is also an award recipient from the FPA of NJ.
Nick lives in North Haledon, NJ and enjoys sports, cooking, and spending time with family and friends.