Nick Cfp

Nick Cfp

CERTIFIED FINANCIAL PLANNER™ Practitioner for Individuals/Families, Business Owners, Millennials, & Non/For Profit Corporations | Providence, Rhode Island, United States

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Work Experience

Loring Advisory Group

CEO, Managing Partner

2021-11-01 — Present

Legatus Wealth

Vice President, Portfolio Architecture & Marketing

2018-10-01 — 2021-12-01

Loring Advisory Group

Vice President/Principal

2013-01-01 — 2021-11-01

Merrill Lynch

Financial Advisor

2011-08-01 — 2013-01-01

US Army

Observer Controller/Trainer, Battery OIC

2009-12-01 — 2011-10-01

US Army

Company Fire Support Officer

2008-06-01 — 2009-11-01

US Army

Platoon Leader

2007-11-01 — 2008-06-01

Skills

budgeting wealth management employee benefits divorce financial analysis mediation lifedisabilitylong term care insurance estate planning retirement planning income tax planning social securitymedicare planning divorce financial analysis amp mediation

Languages

English