Nick Cfbs Email & Phone Number
Managing Director and Financial Planner @ Center for Wealth Preservation, LLC
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Nick Cfbs Location
- Hauppauge, NY, US
Nick Cfbs Work
- 2019 -now Managing Director and Financial Planner @
- 2019 -now Managing Director and Financial Planner @
- 2010 -now President and CEO @ Elite Planning Solutions, Inc.
- 2018 -2019 Registered Representative of Equity Services, Inc. @
- 2018 -2019 Managing Director @ The Quintessential Experience in Financial Services
- 2010 -2017 Certified Family Business Specialist and Financial Planning Specialist and Managing Associate @
- 2007 -2010 Fiancial Advisor and Investment Advisor Representative @
- 2005 -2006 Registered Representative @
- 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
- Retirement Planning
- Fixed Annuities
- Portfolio Management
- Life Insurance
- Mutual Funds
- Wealth Management
- 401k
- Financial Planning
- Microsoft Word
- Marketing
- Training
- Long Term Care
- Investments
- Finance
- Investment Advisory
- Strategic Planning
- Financial Services
- Small Business
- Securities
- Leadership
- Investment Strategies
- Investment Management
- Asset Management
- Business Planning
- Whole Life Insurance
- Health Insurance
- Business Valuation
- Equities
- Team Management
- Management
- Team Leadership
- Cash Flow Management
- Retirement Income Strategies
- Small Business Retirement Planning
- Estate Tax Planning
- Inheritance Tax Planning
- Wealth Management Services
- Wealth Preservation Planning
- Wealth Transfer
- Personal Financial Planning
- Variable Annuities
- Group Benefit Plans
- High Net Worth Individuals
- Cost Reduction Planning
- Elder Care
- Gifting Strategies
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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