Nick Ziarek, CFA, AIF®
Financial Planner, AIF®
As a financial advisor who has gained clients' trust for over 15 years, Nick is dedicated to achieving financial independence with every client. To Nick, financial planning isn’t only about working toward retirement and financial goals, but continuing to keep in mind what is meaningful to the client. Financial success is truly a value when you are able to enjoy what is meaningful and chase your life’s mission.
Since the beginning of his career, Nick has understood that the only way to reach a client’s goals is to first get to know their story and what will make a difference in their life and their family’s lives. This way when you are faced with a unique challenge, he already knows the next steps to take with each individual’s situation and stay true to the legacy they are working to build.
Nick has gained experience over the years working with a variety of high asset clients as well as being a board member of the FPA. When not in the office, Nick spends time with his wife and 2 kids and volunteers as coach for his daughter’s soccer team. In the short summers you’ll find him on the golf course; and in the long winters you can find him at the local bowling alley.
- Financial Planning
- Investment Analysis
- Tax Planning
- CFA Charterholder
- 2-time winner of 5 Star Wealth Manager award