Nick Acocella Email & Phone Number
Chief Executive Officer @ THE ADVISOR GROUP
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Nick Acocella Location
- Toronto, ON, CA
Nick Acocella Work
- 2024 -now Chief Executive Officer @
- 2005 -now Managing Director @ Acocella Wealth Advisory
- 2020 -2025 President @
- 2013 -2022 Managing Director @
- 2004 -2005 CFO and Chief Compliance Officer @
- 2002 -2004 Certified Financial Planner @
Nick Acocella Education
- International Foundation of Employee Benefits Plans
GBA - Group Benefits Associate
2011-2011 - IBAO (Insurance Brokers Association of Ontario)
RIBO General Insurance course
2011 - Seneca Polytechnic
Mortgage Agent licencing course
2009 - Finnacial Planners Standards Council of Canada
CFP, Investment, Estate, and Tax Planning (Investment, Estate, and Tax Planning)
2000-2004 - Canadian Securities Institute
FMA, FCSI, Advanced Investment Management & Financial Planning (FCSI, Advanced Investment Management & Financial Planning)
2002-2004 - CAIFA
Level 1 and 2 Insurance
1999-2000 - Investment Funds Institute of Canada
Mutual Funds licencing course
1999 - York University
Nick Acocella Skills
- Retirement Planning
- Equities
- Wealth Management
- Mutual Funds
- Estate Planning
- Retirement
- Securities
- Portfolio Management
- Financial Planners
- Strategic Financial Planning
- Investment Strategies
- Investments
- Client Relations Skills
- Knowledge Transfer
- Quantitative Research
- Vendor Relationships
- Analytic Thinking
- Knowledge Sharing
- Solution Focused
- Consultative Approach
- Strategic Consulting
- Disability Insurance
- Finance
- Group Benefit Plans
- Pensions
- Pension Funds
- Financial Advisory
- Management
- Financial Planning
- Employee Benefits
- Financial Services
Nick Acocella Summary
- Nick Acocella, based in Toronto, ON, CA, is currently a Chief Executive Officer at THE ADVISOR GROUP. Nick Acocella brings experience from previous roles at Acocella Wealth Advisory, ProBenefits Consulting Inc. and Security Financial Services & Investment Corp.. Nick Acocella holds a 2011 - 2011 GBA - Group Benefits Associate @ International Foundation of Employee Benefits Plans. With a robust skill set that includes Retirement Planning, Equities, Wealth Management, Mutual Funds, Estate Planning and more. Nick Acocella has 2 emails on RocketReach.
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Others Named Nick Acocella
Nick Acocella
Chief Executive Officer
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