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Nick started his career in financial planning in 2009 after graduating from the University of Pittsburgh with a Bachelor of Science degree in economics and applied statistics. He is responsible for internal investment operations, trading and portfolio services at Equilibrium Wealth Advisors. Nick enjoys spending much of his time alongside the advisor team discussing wealth management and researching and implementing individualized proposals for each of our clients. He further contributes to EWA’s expertise by researching strategies to improve investment services and streamline trading to ensure clients’ portfolios are always updated for maximum efficiency.
Nick has invested in his professional growth, and consequently the growth of the firm, by gaining several designations and licenses. He is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant® (ChFC), and holds the Series 66 license as well as the Life, Accident and Health license in the state of Pennsylvania.
Originally from Hanover PA, Nick moved to Pittsburgh to attend the University of Pittsburgh in 2005. We are glad he stayed in the area! Nick and his wife Cara currently reside in Oakdale. In his free time, you can find Nick participating in numerous outdoor activities including hiking, biking, kayaking, golf, and tennis.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
