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Nick O'Hara, CFP®

Nick O'Hara, CFP®

Founding Partner / Certified Financial Plannerâ„¢

Nick is a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated with a Bachelor of Science in Business Administration. He holds a series 66, series 7, and insurance licensing.

Nick has a passion for data science and economics. His approach to investment management utilizes a top-down approach to analyze macroeconomic factors, economic sectors, and individual companies. He provides ongoing analysis and portfolio management for clients on our wealth management platform.

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