Preparing for that next step in life isn’t always easy. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income, or long-term care insurance protection, I promise you a new level of attention, insight, and capability.
One of my main areas of focus is in “Tax Mitigation/Tax Reduction.” These are specialized programs for wealthy individuals who have substantial capital assets which carry large capital gains tax consequences if sold. I work together with the client’s other professionals to construct a specific tax mitigation program custom-tailored for each specific capital asset, which can reduce the tax impact dramatically.
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Nick graduated with a bachelor’s degree in finance in 2002 from St. John’s University and began his career in the financial services industry as a stockbroker and now, as an Investment Advisor Representative and Financial Planner for the Center for Wealth Preservation, Nick holds his FINRA Series 7, 63, 65 equity and advisory licenses and his Health and Life Insurance licenses.
Nick shares his experiences and knowledge with undergraduates at St. John’s University as a mentor in the alumni “COACH” program and guides graduates in their transition to their new careers in the financial services industry. Nick’s strong sense of community keeps him actively involved as a financial speaker for elementary schools in the Long Island Area, the Queens Medical Society, and provides financial education to medical school graduates who are completing their residency at various hospitals in the NY area. Nick has been a martial arts student since the age of nine and loves to travel to his summer home in Italy.
I am licensed to sell Insurance Products in the following jurisdictions: FL, GA, NJ, NY
I am licensed to sell Securities Products in the following jurisdictions: CA, FL, NJ, NY
CRN202803-8349807