Nicholas is a Wealth Management Advisor, and CERTIFIED FINANCIAL PLANNER™, Professional, certifying that he has met the high standards of competency and ethics established and enforced by the CFP® Board.
At Baron Financial Group, Nicholas works with clients to develop their retirement and investment plan while answering their financial questions, guiding them through their journey toward financial security. He also serves as the firm’s Chief Compliance Officer (CCO), maintaining Baron’s policies and procedures (including cybersecurity and privacy policies), as well as regulatory filings.
Nicholas joined Baron Financial Group in 2010. He chose to work at Baron because of their commitment to their core values of transparency, objectivity and acting as a fiduciary, – serving their clients’ best interests. Additonaly, he is proud of Baron’s commitment to continuing education and staying up-to-date with industry trends and technology.
Nicholas lives in North Haledon, New Jersey with his wife Jennifer, who teaches fifth-grade math and science. He loves to cook and spend time at the Jersey shore each summer. He’s an avid New Jersey Devils fan.
Give me a call (201-791-6408) or use the email form below to ask a financial question or to find out if we can help you achieve your goals. It’s free with no obligation.