Nick O'Hara

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

Certified Plan Fiduciary Advisor
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Nick 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 individuals and group retirement plans. He holds the CPFA designation and helps employers select the appropriate type of retirement plan for their business.