Nick started his financial and insurance career in 2015 dedicating his time to assisting retirees and pre-retirees, within three facets of Insurance Planning – annuities, life insurance, and long-term care insurance. Nick took his passion of coaching and transitioned it from the fitness world, to the insurance and financial world, quickly becoming a resource for consumers throughout the country. Nick currently is a Retirement Income & Certified Long Term Care Planning Specialist with Optimized Wealth Strategies, a full-service Financial Planning Firm.
With 8 years of experience in the industry, Nick has become an expert in Long Term Care planning, portfolio distribution and protection strategies, as well as legacy planning. Nick has a passion of working directly with clients and providing them with comprehensive planning to help them plan, protect, and grow their retirement nest egg. Nick is an active member of the Financial Planning Association (FPA). He maintains the RICP (Retirement Income Certified Professional) designation through the American College and the CLTC (Certification for Long-Term Care) designationa.
