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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 is a native Minnesotan and still finds time to make it back there each year. Nic and his wife Shannon stay busy chasing around their daughter Penelope 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.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021