Nick Cfbs Email & Phone Number
Managing Director and Financial Planner @ Center for Wealth Preservation, LLC
Nick Cfbs Location
Hauppauge, NY, US
Nick Cfbs Work
- 2019 - now Managing Director and Financial Planner @ Center for Wealth Preservation, LLC
- 2019 - now Managing Director and Financial Planner @ MassMutual
- 2010 - now President and CEO @ Elite Planning Solutions, Inc.
- 2018 - 2019 Registered Representative of Equity Services, Inc. @ National Life Group
- 2018 - 2019 Managing Director @ The Quintessential Experience in Financial Services
- 2010 - 2017 Certified Family Business Specialist and Financial Planning Specialist and Managing Associate @ MassMutual
- 2007 - 2010 Fiancial Advisor and Investment Advisor Representative @ Forest Hills Financial Group
- 2005 - 2006 Registered Representative @ New York Life
- 2001 - 2005 Financial advisor @ Various
Nick Cfbs Education
- The American College of Financial Services
Doctor of Philosophy (PhD) (Financial Planning and Services)
2015 - 2020 - CFA Institute
Chartered Financial Analyst (CFA) (Finance and Financial Management Services)
2018 - 2020 - The American College of Financial Services
Master of Science, (MSFS) (Financial Planning and Services)
2013 - 2017
- The American College of Financial Services
CFBS ("Certified Family Business Specialist" (Business Planning & Succession))
2012 - 2014 - College for Financial Planning
AWMA (Accredited Wealth Management Advisor)
2010 - 2010 - The American College of Financial Services
LUTCF (Life Underwriting Training Council Fellow)
2010 - 2010 - The American College of Financial Services
LUTCF (Business,Estate,Retirement, Long Term Care Planning)
2007 - 2010 - St. John's University, The Peter J. Tobin College of Business
B.S Finance (Finance & Investments)
1998 - 2002
Nick Cfbs Skills
- Estate Planning
- Group Benefits
- Comprehensive Wealth Management
- Retirement
- Strategic Financial Planning
- Long-term Care
- Pensions
- Insurance
- Disability Insurance
- Financial Advisory
Nick Cfbs Summary
Nick Cfbs, based in Hauppauge, NY, US, is currently a Managing Director and Financial Planner at Center for Wealth Preservation. Nick Cfbs brings experience from previous roles at MassMutual, Elite Planning Solutions, Inc., National Life Group and The Quintessential Experience in Financial Services. Nick Cfbs holds a 2015 - 2020 Doctor of Philosophy (PhD) in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Estate Planning, Group Benefits, Comprehensive Wealth Management, Retirement, Strategic Financial Planning and more. Nick Cfbs has 3 emails and 1 mobile phone numbers on RocketReach.
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