Nick received his Bachelor of Arts in Economics from The Ohio State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. He says his passion for finance comes from an early love for both numbers and helping people. Financial advice was the right fit for him. Nick is the Managing Director at TRUADVICE Wealth Management. He was previously the Director of Strategic Planning. He says his passion for finance comes from an early love for both numbers and helping people. Financial advice was the right fit for him.