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Nic Santana, CFP®Wealth Manager

Nic serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Nic practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Nic’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, Nic served as a Retirement Education Specialist at a national retirement plan provider. Nic worked with corporate employees to determine financial goals, define savings strategies, and educate them on investment options that would best satisfy their needs.
Nic received his Bachelor of Science degree in Finance from the University of Kansas. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Nic and his wife Shannon spend a lot of time with their soft-coated Wheaten Terrier, Wallace. Nic is a native Minnesotan and still finds time each year to make it back there. In his free time, he enjoys traveling, running, hiking, and anything that has to do with being out in nature.

(913) 815-6546

nic.santana@creativeplanning.com