CoverProfile

Nicholas Pantle

Vice President, Financial Planning

Masso Torrence Wealth Management

United States, New Jersey, Marlton

About Me

Nick began his career with UBS Financial Services Inc. in 2012 where he worked with a team that managed over $600 million in client assets. It was with UBS that he learned about the challenges clients face when navigating their financial goals and the importance of an in-depth planning and investment strategy. As someone who truly loves helping others and enjoys simplifying complexities, Nick feels grateful that he can connect closely with individuals in a financial capacity. Since joining the Masso Torrence team in 2017, Nick has applied his skills to handle all financial planning, 401(k) education, investment research and implementation. He’s passionate about empowering people to become re
View more

Profile Information

Vice President, Financial Planning

Masso Torrence Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Marlton

New Jersey

United States

May 15, 2024

More profiles to browse

Profile Photo
Chris Masso
Managing Partner
Profile Photo
John Torrence
Managing Partner

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue