Nick is a CERTIFIED FINANCIAL PLANNERTM professional wealth advisor at SageView Advisory Group, based out of the firm’s office in Westlake Village, CA. Prior to joining SageView, Nick was an Associate Wealth Coordinator at Bloomfield Hills Financial, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Nick has several years of experience in the financial services industry. He was previously employed with a bank working in the Wealth Management division where he offered a holistic planning approach for clients. He attended Central Michigan University majoring in Personal Financial Planning and currently holds his Series 7, 63, and 65 licenses. Nick also holds his Michigan Life, Health & Accident, and Variable Life & Annuities licenses.
In his free time, he enjoys golfing, skiing, and spending his summers up north on the lake.