Nic Santana, CFP®, CFA®

Nic serves as a Partner and Managing Director, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Prior to joining Creative Planning, Nic served as a retirement education specialist at a national retirement plan provider. Having spent his entire career in the financial services industry, Nic has developed an in-depth knowledge of serving clients and providing comprehensive wealth management for high-net-worth households.
Nic received his Bachelor of Science degree in finance from the University of Kansas. He is a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards, and a Chartered Financial Analyst®, as designated by the CFA Institute.
Nic is a native Minnesotan and still finds time to visit Minnesota each year. Nic and his wife have a daughter, a son and a soft-coated wheaten terrier. They enjoy traveling, bike riding, trying new restaurants and anything that has to do with being out in nature.