Nickolas Spiliotis has been in the Financial Services Industry for over 20 years. He is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds the Chartered Retirement Plans Specialist™ and the Life Underwriter Training Council Fellow designations.
Nick advises business owners, individuals and families on wealth accumulation, preservation and transfer through the creation of individual customized wealth management strategies utilizing a defined process of data gathering, analysis, recommendation, and implementation and monitoring of progress.
In addition to working with individuals and families, Nick advises businesses on the design, implementation and maintenance of their 401k, Defined Contribution and Pension Plans. As part of this service he provides guidance and education to plan participants to help them plan for their financial future.
Nick is a lifelong resident of Long Island, NY and very involved in his community. He has served on several non-profit boards and has worked closely with non-profit organizations in his community.