Nick O'Hara

Nick O'Hara Founding Partner, Aspen Financial & Insurance Services

Certified Plan Fiduciary Advisor

Nick holds a Bachelor of Science in Business Administration.

Nick has a passion for data science and economics. His approach to investment management combines quantitative analysis with macroeconomic factors. He is also a CFA level 1 candidate.

He manages assets for both individuals and group retirement plans. He holds the CPFA designation and helps employers select the appropriate type of retirement plan for their business.