Founder & CEO at ClearMind Capital
Nick is a fee-only financial planner and founder of ClearMind Capital, where he works with individuals and families navigating major life and financial transitions. He has spent 8+ years in the financial planning profession, advising clients on retirement planning, tax strategy, investment design, and long-term decision-making. Nick earned the CERTIFIED FINANCIAL PLANNER™ designation in April 2023 and also holds the ChFC® and CLU® designations. He is a founding member of the Integrative Wealth Advisor (IWA®) designation, a newly launched professional standard focused on aligning financial planning with broader life priorities and well-being. He is frequently sought out for his ability to explain nuanced financial topics...such as retirement readiness, Social Security planning, portfol...

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