As Founder/Wealth Advisor for Utopia Wealth Management, Nick acts as a fiduciary and specializes in providing fee-only customized wealth planning solutions to high net worth individuals, families and business owners as part of an overall personalized wealth management strategy.

 

Nick earned his bachelor’s degree from the University of Central Florida in Orlando, Florida. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) with a Masters of Science degree in Personal Financial Planning. He also has the only all graduate-level financial planning designation in the MPAS®, Master Planner Advanced Studies SM. Additionally, Nick holds the Chartered Retirement Planning Counselor SM (CRPC®)and the Accredited Wealth Management Advisor SM (AWMA®) designations.

 

Nick and his family are residents of Parkland, FL. He is an alumni of Marjory Stoneman Douglas high school and is actively involved in the community. He was appointed to the Executive Committee for the Young Friends of the Kravis Center in West Palm Beach and previously served as Treasurer and is an active member of the Financial Planning Association (FPA), FPA of South Florida.