Nic Santana, CFP®, CFA®
Wealth Manager, Partner
Nic serves as a Partner and Wealth Manager, 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. There he worked with corporate employees to determine their financial goals, define their savings strategies and educate them on the investment options that would best satisfy their needs.
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. He and his wife, Shannon, stay busy chasing around their daughter, Penelope; son, Fox; and soft-coated wheaten terrier, Wallace. They enjoy traveling, bike riding, trying new restaurants and anything that has to do with being out in nature.
Articles by Nic Santana, CFP®, CFA®
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