Experience Makes all the difference

Nicholas J. Barbieri, CFP® is a CERTIFIED FINANCIAL PLANNERTM. With a focus on financial planning, Nick works with clients to evaluate all aspects of their financial well-being and develop comprehensive long-term plans. He has special expertise in working with individuals who are approaching retirement or recently retired to help them design lifetime income streams. Nick earned a degree in Business Administration with a concentration in Economics from Loyola University Maryland. Nick currently lives in Bel Air with his wife Emily and their son, Charlie.

Registered States:

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, NC, ND, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY