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Nick Lombardozzi, CFP®, CKA®

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. Nick brings to his clients more than 6 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Financial Advisor. Nick has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. Nick earned a Bachelor of Business Administration degree in Financial Planning from Liberty University. Nick is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and a Certified Kingdom Advisor® as designated by Kingdom Advisors, Inc., which allows him to confidently integrate technical expertise and biblically wise counsel in the Wealth Manager role. Nick and his wife, Cassidy, have two children – Oaklyn and Bria. In his spare time, Nick enjoys golfing, traveling, serving in his church, and spending time with his family.

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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