Nick Ziarek, CFP®, CFA

Nick Ziarek, CFP®, CFA®

Partner & Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ and CFA® Charterholder who has gained clients’ trust for over 20 years, Nick is dedicated to achieving financial independence with every client. To Nick, financial planning is a unique puzzle, and he helps each client fit the pieces together as they work toward retirement and financial freedom. Financial success is when you are able to enjoy what is meaningful and chase your life’s dreams.

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, what motivates them and what will make a difference in their life and in their family’s lives. This way, when faced with a unique challenge, he knows the steps to take for each individual’s situation and stays true to the legacy they are working to build.

Nick has a bachelor’s degree in finance from UW-La Crosse. He has gained experience over the years working with a variety of high-net-worth clients, as well as being a long-time member and former President of the board for the Financial Planning Association of Wisconsin (FPA).

When not in the office, Nick spends time with his wife and two children. He volunteers as a board member for the UW – La Crosse Spellman Fund – a student led investment fund, and as Treasurer of the Wauwatosa West Jr. Trojans Baseball club. 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 Specialties

Retirement Income
Investment Analysis
Tax Planning

Financial Certifications

CFP®
CFA® Charterholder

Volunteer Organizations:

Financial Planning Association (FPA) of Wisconsin – Former President of the Board
Wauwatosa Jr. Trojans Baseball Club – Board Member
UW-La Crosse Spellman Fund – Board Member
CFA Society of Milwaukee – Former Board Member
Wisconsin Adopt a Golden Retriever
Multiple Sclerosis Society – Wisconsin

Fun Facts: Sports Edition
Has bowled a 300 game and has a Hole-in-One in golf!