Titles and Organizations
Staff Financial Advisor & Data Security Coordinator, Summit Financial Strategies, Inc.
Biography
Nicholas holds dual degrees in Finance and Financial Planning & Wealth Management from the Costello College of Business at George Mason University. During his time at George Mason, Nicholas served as the President of the Financial Planning Association chapter, contributed research to the Finance Program’s Endowment Fund, and conducted research on AI & Finance, which was published in the CFA Institute’s Enterprising Investor Blog. Nicholas earned his CERTIFIED FINANCIAL PLANNER® certification in 2024.