Meet Nick
As a Senior Client Services Associate at Financial Independence Planning (FIP), Nick is known for his exceptional client service, sharp industry knowledge, and ability to bring energy and humor to the team. Licensed in Life, Health, and Accident Insurance as well as the Series 7 registration, he provides professional support to clients and financial advisors alike.
A graduate of Penn State University, Nick earned a Bachelor’s degree in Accounting with a minor in Entrepreneurship in May 2020. His academic background, combined with his professional expertise, equips him to support FIP’s clients effectively.
Beyond his professional accomplishments, Nick works as a sous chef in his free time, showcasing his passion for cooking. He also enjoys cars and cherishes time spent with friends and family. A valued team member, Nick has referred two of FIP’s current employees, further demonstrating his commitment to fostering a collaborative and talented workplace.
Whether he’s assisting clients, mentoring colleagues, or keeping the team laughing, Nick is an integral part of FIP’s success and culture.
