Nick DeNucci, CFP®
Wealth Manager
Nick serves as a Private 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.
With more than 15 years of experience in the financial services industry, Nick offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Nick served as a VP, Senior Financial Consultant at a large brokerage and wealth management firm, where he provided financial guidance to high-net-worth individuals, families and institutions.
Nick received his Bachelor of Science degree in personal finance from the University of Wisconsin-Madison. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Nick enjoys traveling, all things fitness, health and wellness, coaching athletic-performance fitness programs at his gym, competing in Spartan races around the world, being outdoors, Southern California beaches, studying personal development, and spending time with his friends, family and dog, Homer.
Articles by Nick DeNucci, CFP®
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