Nick is a principal with Cahill Financial Advisors, Inc., and a CERTIFIED FINANCIAL PLANNER™ professional. He specializes in fee-only holistic wealth management with a focus on developing a clear, comprehensive financial strategy for wealth accumulation, protection, and distribution designed to coordinate your financial objectives. As a fiduciary, he provides the standard of care by putting his client’s interests first, above all else.
Outside of the office, Nick lives in Minnetonka with his wife, Gina, and their three kids. In his free time, he enjoys spending time on the golf course, attending local sporting events and working on various projects around the house.
Focus
- Financial planning
- Investment and risk management
- Retirement planning
- Estate planning
- Stock option execution analysis/strategies
Experience
- Principal – Wealth Management – Cahill Financial Advisors, Inc.
- Wealth Manager – All Star Financial
- Financial Advisor – Ameriprise Financial
Education
- B.S. Financial Planning – Minnesota State University, Mankato
- CERTIFIED FINANCIAL PLANNER™
Memberships
- Financial Planning Association
- Epilepsy Foundation of Minnesota Finance Committee
Blog Articles by Nick
-
Why You Need A Fiduciary
September 20, 2018
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