Nicholas graduated from Rutgers University – Camden Honors College with a Bachelor’s degree in Mathematics and an Associate’s degree in Film Studies. After graduation, he pursued his interest in finance and began his career with an investment firm in Philadelphia, PA. There, he quickly became one of the top junior representatives and helped contribute to the rapid growth of the office.
Understanding that he wanted more flexibility with his practice, Nicholas left the Philadelphia office to join Plan ONE Financial Group. By forming this alliance, Nicholas had the opportunity to grow as a professional and build a practice focused on full service financial planning. In addition to developing and maintaining client relationships, Nicholas is also responsible for the compliance and supervision of the firm as an OSJ Branch Manager through Sagepoint Financial, Inc.
Nicholas is a CERTIFIED FINANCIAL PLANNER™ practitioner which requires ongoing continuing education and upholding the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. He holds his Series 7, 6, 63, 65, 24, & 51 registrations and is an Investment Advisor Representative through SagePoint Financial, Inc. Nicholas has these securities and insurance registrations in a variety of states.
Nicholas currently resides in Blackwood, NJ and enjoys spending free time with his wife and three children. His interests include Philadelphia sports teams, video & tabletop games, and playing the guitar.