Nick Bedlan, CFP®, CFA®
Managing Director, Partner
Nick serves as a Partner and Managing Director in the Seattle-Bellevue region, working with 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.
With more than two decades of experience in the financial services industry, Nick has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Nick served as Vice President, Portfolio Manager for a high-net-worth wealth management firm.
Nick earned his Bachelor of Science degree in finance from Nebraska Wesleyan University and his Master of Investment Management and Financial Analysis degree from Creighton University. He also holds the Chartered Financial Analyst designation, as awarded by the CFA Institute, and is a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Nick lives in Gig Harbor with his wife and two daughters. Outside the office, he enjoys exploring the natural beauty of the Pacific Northwest, discovering great food and attending live music events.
Articles by Nick Bedlan, CFP®, CFA®
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